CWS vs SPY

ACWS

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SPY $17,118

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common2.4%CWS and SPY

CWS

SPY

AdvisorShares Focused Equity ETF · $111MState Street SPDR S&P 500 ETF · $819B

+10.6%3 years · per year$13,546 · $18,039+21.7%

+6.6%5 years · per year$13,784 · $17,118+11.3%

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

0.31%12-mo yield$31 · $103 on $10k1.03%

−11.9%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCWS · SPY

4.8%TMO0.4%

3.8%ABT0.3%

4.3%APH0.3%

5.4%MCK0.2%

Held in common2.4%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSPY	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
3	ACWS	AdvisorShares Focused Equity ETFRead Desk	0.78%	0.31%	−0.3%	−2.7%	−1.3%	+10.6%	+6.6%	−11.9%	$111M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSPY	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
3	ACWS	AdvisorShares Focused Equity ETFRead Desk	0.78%	0.31%	−0.3%	−2.7%	−1.3%	+10.6%	+6.6%	−11.9%	$111M

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

CWS vs SPY

CWS

AdvisorShares Focused Equity

$13,784

SPY

SPDR S&P 500

$17,118

MeasureCWSSPY

Fee0.78%0.09%

Cost on $10k a year$78$9

Yield0.31%1.03%

5 years, per year+6.6%+11.3%

3 years, per year+10.6%+21.7%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y13.8%13.6%

6–0measures won
SPY first

2.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

Overlap: CWS, SPY, VOO

Today

92.2%most shared, SPY and VOO

CWSSPYVOO

CWS—2.4%2.1%

SPY2.4%—92.2%

VOO2.1%92.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPY$103 − $9 = $94

CWS$31 − $78 = −$47

KeptFee

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