CSTK vs SPY

ACSTK

BSPY

Measures won2–1CSTK wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.83%CSTK · $183 on $10k

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

Held in common21.4%CSTK and SPY

CSTK

SPY

Invesco Actively Managed Exchange Traded Fund Trust - Invesco Comstock Contrarian Equity ETF · $184MState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.36%Expense ratio$36 · $9 on $10k · lower wins0.09%

1.83%12-mo yield$183 · $103 on $10k1.03%

−8.9%Worst dropSmaller wins−8.9%

11.3%VolatilityLower wins13.6%

2–1CSTK wins

$10,000 · 5 yearsOne scale

Shared top holdingsCSTK · SPY

3.6%MSFT6.2%

3.2%GOOGL2.6%

1.9%META2.1%

1.5%AMZN3.9%

Held in common21.4%

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ACSTK	Invesco Actively Managed Exchange Traded Fund Trust - Invesco Comstock Contrarian Equity ETFRead Desk		0.36%	1.83%	−3.0%	+13.5%	+20.2%	new	new	−8.9%	$184M

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ACSTK	Invesco Actively Managed Exchange Traded Fund Trust - Invesco Comstock Contrarian Equity ETFRead Desk		0.36%	1.83%	−3.0%	+13.5%	+20.2%	new	new	−8.9%	$184M

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

Cards for this view

CSTK vs SPY

CSTK

Invesco Actively Managed Exchange Traded Fund Trust - Invesco Comstock Contrarian Equity

[…]

SPY

SPDR S&P 500

$17,099

MeasureCSTKSPY

Fee0.36%0.09%

Cost on $10k a year$36$9

Yield1.83%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y11.3%13.6%

2–1measures won
CSTK first

21.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CSTK, SPY

Today

21.4%most shared, CSTK and SPY

CSTKSPY

CSTK—21.4%

SPY21.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$147most kept, CSTK

CSTK$183 − $36 = $147

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee