CPTL vs SPYM

ACPTL

BSPYM

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income2.33%CPTL · $233 on $10k

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

Held in common55.2%CPTL and SPYM

CPTL

SPYM

Global X Morningstar Capital Allocation Leaders ETF · $108MState Street SPDR Portfolio S&P 500 ETF · $179B

[…]3 years · per year[…] · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

2.33%12-mo yield$233 · $103 on $10k1.03%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.7%

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCPTL · SPYM

5.1%AAPL7.9%

4.8%MSFT6.2%

4.2%AMZN4.0%

4.0%NVDA7.1%

Held in common55.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	ACPTL	Global X Morningstar Capital Allocation Leaders ETFRead Desk	0.35%	2.33%	+3.0%	new	new	new	new	[…]	$108M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	ACPTL	Global X Morningstar Capital Allocation Leaders ETFRead Desk	0.35%	2.33%	+3.0%	new	new	new	new	[…]	$108M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CPTL vs SPYM

CPTL

Global X Morningstar Capital Allocation Leaders

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureCPTLSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield2.33%1.03%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.7%

1–1measures won
level

55.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: CPTL, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

CPTLSPYMIVV

CPTL—55.2%55.2%

SPYM55.2%—99.9%

IVV55.2%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$198most kept, CPTL

CPTL$233 − $35 = $198

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee