DEMZ vs SPY

ADEMZ

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · DEMZ $17,056

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common26.3%DEMZ and SPY

DEMZ

SPY

Democratic Large Cap Core ETF · $69MState Street SPDR S&P 500 ETF · $805B

+22.4%3 years · per year$18,355 · $18,174+22.0%

+11.3%5 years · per year$17,056 · $17,099+11.3%

0.45%Expense ratio$45 · $9 on $10k · lower wins0.09%

0.89%12-mo yield$89 · $103 on $10k1.03%

−12.3%Worst dropSmaller wins−8.9%

15.4%VolatilityLower wins13.6%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDEMZ · SPY

5.4%MSFT6.2%

5.0%AAPL7.7%

4.4%NVDA7.3%

4.0%GOOGL2.6%

Held in common26.3%

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	ADEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.89%	−4.2%	+9.1%	+10.1%	+22.4%	+11.3%	−12.3%	$69M

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	ADEMZ	Democratic Large Cap Core ETFRead Desk		0.45%	0.89%	−4.2%	+9.1%	+10.1%	+22.4%	+11.3%	−12.3%	$69M

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

DEMZ vs SPY

DEMZ

Democratic Large Cap Core

$17,057

SPY

SPDR S&P 500

$17,099

MeasureDEMZSPY

Fee0.45%0.09%

Cost on $10k a year$45$9

Yield0.89%1.03%

5 years, per year+11.3%+11.3%

3 years, per year+22.4%+22.0%

Worst drop · 1Y−12.3%−8.9%

Volatility · 1Y15.4%13.6%

4–1measures won
SPY first

26.3%

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: DEMZ, SPY

Today

26.3%most shared, DEMZ and SPY

DEMZSPY

DEMZ—26.3%

SPY26.3%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

DEMZ$89 − $45 = $44

KeptFee

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