CWB vs SPY

ACWB

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · CWB $11,441

Lowest cost0.09%SPY · $9 on $10k

Most income1.86%CWB · $186 on $10k

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

Held in common0.0%CWB and SPY

CWB

SPY

State Street SPDR Bloomberg Convertible Securities ETF · $5.3BState Street SPDR S&P 500 ETF · $819B

+14.0%3 years · per year$14,832 · $18,174+22.0%

+2.7%5 years · per year$11,441 · $17,099+11.3%

0.40%Expense ratio$40 · $9 on $10k · lower wins0.09%

1.86%12-mo yield$186 · $103 on $10k1.03%

−17.4%Worst dropSmaller wins−8.9%

18.0%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsCWB · SPY

0.0%SO0.2%

Held in common0.0%

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%	$818.5B
2	ACWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.86%	−3.1%	+3.1%	+0.9%	+14.0%	+2.7%	−17.4%	$5.3B

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%	$818.5B
2	ACWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.86%	−3.1%	+3.1%	+0.9%	+14.0%	+2.7%	−17.4%	$5.3B

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

CWB vs SPY

CWB

SPDR Bloomberg Convertible Securities

$11,441

SPY

SPDR S&P 500

$17,099

MeasureCWBSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield1.86%1.03%

5 years, per year+2.7%+11.3%

3 years, per year+14.0%+22.0%

Worst drop · 1Y−17.4%−8.9%

Volatility · 1Y18.0%13.6%

5–1measures won
SPY first

0.0%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CWB, SPY

Today

0.0%most shared, CWB and SPY

CWBSPY

CWB—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$146most kept, CWB

CWB$186 − $40 = $146

SPY$103 − $9 = $94

KeptFee

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