CSM vs SPYM

ACSM

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · CSM $17,681

Lowest cost0.02%SPYM · $2 on $10k

Most income1.04%CSM · $104 on $10k

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

Held in common56.2%CSM and SPYM

CSM

SPYM

ProShares - Large Cap Core Plus · $512MState Street SPDR Portfolio S&P 500 ETF · $185B

+24.3%3 years · per year$19,199 · $19,186+24.3%

+12.1%5 years · per year$17,681 · $18,126+12.6%

0.45%Expense ratio$45 · $2 on $10k · lower wins0.02%

1.04%12-mo yield$104 · $101 on $10k1.01%

−9.4%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins12.8%

2–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSM · SPYM

5.1%NVDA7.7%

4.8%AAPL7.4%

3.8%MSFT5.9%

2.7%AMZN3.8%

Held in common56.2%

End-of-day Nov 4, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	ACSM	ProShares - Large Cap Core PlusRead Desk		0.45%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$512M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	ACSM	ProShares - Large Cap Core PlusRead Desk		0.45%	1.04%	+1.7%	+11.2%	+13.3%	+24.3%	+12.1%	−9.4%	$512M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CSM vs SPYM

CSM

ProShares - Large Cap Core Plus

$17,682

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureCSMSPYM

Fee0.45%0.02%

Cost on $10k a year$45$2

Yield1.04%1.01%

5 years, per year+12.1%+12.6%

3 years, per year+24.3%+24.3%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y12.6%12.8%

3–1measures won
SPYM first

56.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: CSM, SPYM

Today

56.2%most shared, CSM and SPYM

CSMSPYM

CSM—56.2%

SPYM56.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

CSM$104 − $45 = $59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee