DRIP vs SPYM

ADRIP

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income3.80%DRIP · $380 on $10k

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

Held in common[…]DRIP and SPYM

DRIP

SPYM

Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF · $151MState Street SPDR Portfolio S&P 500 ETF · $185B

−30.1%3 years · per year$3,416 · $19,092+24.1%

−39.3%5 years · per year$823 · $17,749+12.2%

1.03%Expense ratio$103 · $2 on $10k · lower wins0.02%

3.80%12-mo yield$380 · $103 on $10k1.03%

−69.1%Worst dropSmaller wins−8.9%

58.4%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDRIP · SPYM

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

Held in common[…]

End-of-day Nov 3, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	ADRIP	Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETFRead Desk	1.03%	3.80%	+2.1%	−63.4%	−63.8%	−30.1%	−39.3%	−69.1%	$151M

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	ADRIP	Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETFRead Desk	1.03%	3.80%	+2.1%	−63.4%	−63.8%	−30.1%	−39.3%	−69.1%	$151M

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

Cards for this view

DRIP vs SPYM

DRIP

Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X

$823

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureDRIPSPYM

Fee1.03%0.02%

Cost on $10k a year$103$2

Yield3.80%1.03%

5 years, per year−39.3%+12.2%

3 years, per year−30.1%+24.1%

Worst drop · 1Y−69.1%−8.9%

Volatility · 1Y58.4%12.7%

5–1measures won
SPYM first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: DRIP, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

DRIPSPYMSPY

DRIP—[…][…]

SPYM[…]—99.9%

SPY[…]99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$277most kept, DRIP

DRIP$380 − $103 = $277

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee