CWS vs SPY

ACWS

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · CWS $14,360

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common2.3%CWS and SPY

CWS

SPY

AdvisorShares Focused Equity ETF · $114MState Street SPDR S&P 500 ETF · $805B

+12.4%3 years · per year$14,201 · $19,132+24.1%

+7.5%5 years · per year$14,360 · $18,060+12.6%

0.78%Expense ratio$78 · $9 on $10k · lower wins0.09%

0.30%12-mo yield$30 · $99 on $10k0.99%

−11.9%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins12.9%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsCWS · SPY

4.9%TMO0.4%

5.0%APH0.3%

3.5%ABT0.3%

4.9%MCK0.2%

Held in common2.3%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ACWS	AdvisorShares Focused Equity ETFRead Desk		0.78%	0.30%	+0.7%	+0.3%	+2.6%	+12.4%	+7.5%	−11.9%	$114M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ACWS	AdvisorShares Focused Equity ETFRead Desk		0.78%	0.30%	+0.7%	+0.3%	+2.6%	+12.4%	+7.5%	−11.9%	$114M

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

CWS vs SPY

CWS

AdvisorShares Focused Equity

$14,360

SPY

SPDR S&P 500

$18,060

MeasureCWSSPY

Fee0.78%0.09%

Cost on $10k a year$78$9

Yield0.30%0.99%

5 years, per year+7.5%+12.6%

3 years, per year+12.4%+24.1%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y13.6%12.9%

6–0measures won
SPY first

2.3%

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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CWS, SPY

Today

2.3%most shared, CWS and SPY

CWSSPY

CWS—2.3%

SPY2.3%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

CWS$30 − $78 = −$48

KeptFee

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