CPAI vs SPY

ACPAI

BSPY

Measures won0–4SPY 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 common3.8%CPAI and SPY

CPAI

SPY

Northern Lights Fund Trust III - Counterpoint Quantitative Equity ETF · $505MState Street SPDR S&P 500 ETF · $778B

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

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

0.75%Expense ratio$75 · $9 on $10k · lower wins0.09%

0.73%12-mo yield$73 · $103 on $10k1.03%

−10.5%Worst dropSmaller wins−8.9%

20.9%VolatilityLower wins13.6%

0–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsCPAI · SPY

1.4%MU1.2%

1.0%INTC0.4%

1.8%T0.2%

2.6%MCK0.2%

Held in common3.8%

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%	$777.7B
2	ACPAI	Northern Lights Fund Trust III - Counterpoint Quantitative Equity ETFRead Desk		0.75%	0.73%	−0.5%	+22.4%	+24.9%	new	new	−10.5%	$505M

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%	$777.7B
2	ACPAI	Northern Lights Fund Trust III - Counterpoint Quantitative Equity ETFRead Desk		0.75%	0.73%	−0.5%	+22.4%	+24.9%	new	new	−10.5%	$505M

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

CPAI vs SPY

CPAI

Northern Lights Fund Trust III - Counterpoint Quantitative Equity

[…]

SPY

SPDR S&P 500

$17,118

MeasureCPAISPY

Fee0.75%0.09%

Cost on $10k a year$75$9

Yield0.73%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−10.5%−8.9%

Volatility · 1Y20.9%13.6%

4–0measures won
SPY first

3.8%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: CPAI, SPY

Today

3.8%most shared, CPAI and SPY

CPAISPY

CPAI—3.8%

SPY3.8%—

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

CPAI$73 − $75 = −$2

KeptFee

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