CSD vs SPYM

ACSD

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$19,674CSD · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common0.8%CSD and SPYM

CSD

SPYM

Invesco S&P Spin-Off ETF · $211MState Street SPDR Portfolio S&P 500 ETF · $182B

+32.7%3 years · per year$23,371 · $18,082+21.8%

+14.5%5 years · per year$19,674 · $17,192+11.4%

0.66%Expense ratio$66 · $2 on $10k · lower wins0.02%

0.13%12-mo yield$13 · $105 on $10k1.05%

−17.6%Worst dropSmaller wins−8.9%

25.4%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCSD · SPYM

6.1%GEV0.3%

3.7%SNDK0.2%

7.7%HONA0.1%

7.4%VYLR0.1%

Held in common0.8%

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

All Three

5Y3 funds

#
1	ACSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.13%	+1.2%	+25.2%	+29.3%	+32.7%	+14.5%	−17.6%	$211M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
3	SPY	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

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

All Three

5Y3 funds

#
1	ACSD	Invesco S&P Spin-Off ETFRead Desk	0.66%	0.13%	+1.2%	+25.2%	+29.3%	+32.7%	+14.5%	−17.6%	$211M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
3	SPY	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

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

CSD vs SPYM

CSD

Invesco S&P Spin-Off

$19,674

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureCSDSPYM

Fee0.66%0.02%

Cost on $10k a year$66$2

Yield0.13%1.05%

5 years, per year+14.5%+11.4%

3 years, per year+32.7%+21.8%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y25.4%13.6%

4–2measures won
SPYM first

0.8%

holdings shared

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

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: CSD, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

CSDSPYMSPY

CSD—0.8%0.8%

SPYM0.8%—99.9%

SPY0.8%99.9%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

CSD$13 − $66 = −$53

KeptFee

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