COPY vs SPY

ACOPY

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common2.1%COPY and SPY

COPY

SPY

Tweedy, Browne Insider + Value ETF · $533MState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.89%Expense ratio$89 · $9 on $10k · lower wins0.09%

0.79%12-mo yield$79 · $103 on $10k1.03%

−9.1%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.6%

1–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsCOPY · SPY

0.7%BRK-B1.7%

0.6%UNH0.6%

0.9%BMY0.2%

0.9%ADBE0.2%

Held in common2.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ACOPY	Tweedy, Browne Insider + Value ETFRead Desk		0.89%	0.79%	−1.1%	+21.3%	+29.9%	new	new	−9.1%	$533M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ACOPY	Tweedy, Browne Insider + Value ETFRead Desk		0.89%	0.79%	−1.1%	+21.3%	+29.9%	new	new	−9.1%	$533M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

COPY vs SPY

COPY

Tweedy, Browne Insider + Value

[…]

SPY

SPDR S&P 500

$17,118

MeasureCOPYSPY

Fee0.89%0.09%

Cost on $10k a year$89$9

Yield0.79%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.2%13.6%

3–1measures won
SPY first

2.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: COPY, SPY

Today

2.1%most shared, COPY and SPY

COPYSPY

COPY—2.1%

SPY2.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

COPY$79 − $89 = −$10

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee