DFII vs SPY

ADFII

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income20.23%DFII · $2,023 on $10k

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

Held in common[…]DFII and SPY

DFII

SPY

FT Vest Bitcoin Strategy & Target Income ETF · $21MState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.85%Expense ratio$85 · $9 on $10k · lower wins0.09%

20.23%12-mo yield$2,023 · $103 on $10k1.03%

−42.6%Worst dropSmaller wins−8.9%

41.9%VolatilityLower wins13.6%

1–3SPY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFII · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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 Four

5Y4 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	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
4	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.23%	−0.4%	−15.8%	−27.8%	new	new	−42.6%	$21M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	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
4	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.23%	−0.4%	−15.8%	−27.8%	new	new	−42.6%	$21M

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

DFII vs SPY

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

SPY

SPDR S&P 500

$17,118

MeasureDFIISPY

Fee0.85%0.09%

Cost on $10k a year$85$9

Yield20.23%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−42.6%−8.9%

Volatility · 1Y41.9%13.6%

3–1measures won
SPY first

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFII, SPY, IVV, VOO

Today

99.9%most shared, SPY and IVV

DFIISPYIVVVOO

DFII—[…][…][…]

SPY[…]—99.9%92.2%

IVV[…]99.9%—92.2%

VOO[…]92.2%92.2%—

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

Income After Fees on $10,000

$1,938most kept, DFII

DFII$2,023 − $85 = $1,938

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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