DSI vs SPY

ADSI

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · DSI $16,118

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 common52.5%DSI and SPY

DSI

SPY

iShares ESG MSCI KLD 400 ETF · $5.2BState Street SPDR S&P 500 ETF · $819B

+21.3%3 years · per year$17,849 · $18,039+21.7%

+10.0%5 years · per year$16,119 · $17,118+11.3%

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

0.92%12-mo yield$92 · $103 on $10k1.03%

−11.1%Worst dropSmaller wins−8.9%

15.6%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDSI · SPY

12.4%NVDA6.9%

11.2%MSFT6.3%

4.9%GOOGL2.6%

3.9%GOOG2.1%

Held in common52.5%

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	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
2	ADSI	iShares ESG MSCI KLD 400 ETFRead Desk		0.25%	0.92%	+0.4%	+8.2%	+8.8%	+21.3%	+10.0%	−11.1%	$5.2B

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	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
2	ADSI	iShares ESG MSCI KLD 400 ETFRead Desk		0.25%	0.92%	+0.4%	+8.2%	+8.8%	+21.3%	+10.0%	−11.1%	$5.2B

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

DSI vs SPY

DSI

iShares ESG MSCI KLD 400

$16,119

SPY

SPDR S&P 500

$17,118

MeasureDSISPY

Fee0.25%0.09%

Cost on $10k a year$25$9

Yield0.92%1.03%

5 years, per year+10.0%+11.3%

3 years, per year+21.3%+21.7%

Worst drop · 1Y−11.1%−8.9%

Volatility · 1Y15.6%13.6%

6–0measures won
SPY first

52.5%

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: DSI, SPY

Today

52.5%most shared, DSI and SPY

DSISPY

DSI—52.5%

SPY52.5%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

DSI$92 − $25 = $67

KeptFee

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