DGT vs SPY

ADGT

BSPY

Measures won5–1DGT wins · of 6 · 5Y

$10,000 · 5Y$18,995DGT · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income2.55%DGT · $255 on $10k

Smallest drop−8.4%DGT · worst fall in 1Y

Held in common32.4%DGT and SPY

DGT

SPY

State Street SPDR Global Dow ETF · $668MState Street SPDR S&P 500 ETF · $819B

+23.7%3 years · per year$18,907 · $18,039+21.7%

+13.7%5 years · per year$18,995 · $17,118+11.3%

0.50%Expense ratio$50 · $9 on $10k · lower wins0.09%

2.55%12-mo yield$255 · $103 on $10k1.03%

−8.4%Worst dropSmaller wins−8.9%

12.7%VolatilityLower wins13.6%

5–1DGT wins

$10,000 · 5 yearsOne scale

Shared top holdingsDGT · SPY

0.8%LLY1.7%

0.8%WMT0.9%

0.8%ABBV0.8%

0.8%V1.1%

Held in common32.4%

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

Both

5Y2 funds

#			Trend
1	ADGT	State Street SPDR Global Dow ETFRead Desk		0.50%	2.55%	−0.4%	+13.5%	+17.2%	+23.7%	+13.7%	−8.4%	$668M
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

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

Both

5Y2 funds

#			Trend
1	ADGT	State Street SPDR Global Dow ETFRead Desk		0.50%	2.55%	−0.4%	+13.5%	+17.2%	+23.7%	+13.7%	−8.4%	$668M
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

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

DGT vs SPY

DGT

SPDR Global Dow

$18,995

SPY

SPDR S&P 500

$17,118

MeasureDGTSPY

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield2.55%1.03%

5 years, per year+13.7%+11.3%

3 years, per year+23.7%+21.7%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y12.7%13.6%

5–1measures won
DGT first

32.4%

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

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: DGT, SPY

Today

32.4%most shared, DGT and SPY

DGTSPY

DGT—32.4%

SPY32.4%—

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

Income After Fees on $10,000

$205most kept, DGT

DGT$255 − $50 = $205

SPY$103 − $9 = $94

KeptFee

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