DINE vs SPY

ADINE

BSPY

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.22%DINE · $122 on $10k

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

Held in common[…]DINE and SPY

DINE

SPY

Simplify Tax Aware Diversified Income Strategy ETF · $3MState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.25%Expense ratio$25 · $9 on $10k · lower wins0.09%

1.22%12-mo yield$122 · $103 on $10k1.03%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.6%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsDINE · SPY

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

Held in common[…]

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%	$818.5B
2	ADINE	Simplify Tax Aware Diversified Income Strategy ETFRead Desk		0.25%	1.22%	0.0%	new	new	new	new	[…]	$3M

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%	$818.5B
2	ADINE	Simplify Tax Aware Diversified Income Strategy ETFRead Desk		0.25%	1.22%	0.0%	new	new	new	new	[…]	$3M

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

DINE vs SPY

DINE

Simplify Tax Aware Diversified Income Strategy

[…]

SPY

SPDR S&P 500

$17,099

MeasureDINESPY

Fee0.25%0.09%

Cost on $10k a year$25$9

Yield1.22%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.6%

1–1measures won
level

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DINE, SPY

Today

[…]holdings […]

DINESPY

DINE—[…]

SPY[…]—

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

Income After Fees on $10,000

$97most kept, DINE

DINE$122 − $25 = $97

SPY$103 − $9 = $94

KeptFee

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