DSPY vs SPY

ADSPY

BSPY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−7.5%DSPY · worst fall in 1Y

Held in common82.0%DSPY and SPY

DSPY

SPY

Tema S&P 500 Historical Weight ETF Strategy · $1.0BState Street SPDR S&P 500 ETF · $819B

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

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

0.18%Expense ratio$18 · $9 on $10k · lower wins0.09%

0.96%12-mo yield$96 · $103 on $10k1.03%

−7.5%Worst dropSmaller wins−8.9%

12.7%VolatilityLower wins13.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsDSPY · SPY

3.7%NVDA7.3%

3.4%AAPL7.7%

2.7%MSFT6.2%

2.1%AMZN3.9%

Held in common82.0%

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	ADSPY	Tema S&P 500 Historical Weight ETF StrategyRead Desk		0.18%	0.96%	−4.1%	+10.7%	+12.9%	new	new	−7.5%	$1.0B

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	ADSPY	Tema S&P 500 Historical Weight ETF StrategyRead Desk		0.18%	0.96%	−4.1%	+10.7%	+12.9%	new	new	−7.5%	$1.0B

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

DSPY vs SPY

DSPY

Tema S&P 500 Historical Weight ETF Strategy

[…]

SPY

SPDR S&P 500

$17,099

MeasureDSPYSPY

Fee0.18%0.09%

Cost on $10k a year$18$9

Yield0.96%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y12.7%13.6%

2–1measures won
DSPY first

82.0%

holdings shared

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: DSPY, SPY

Today

82.0%most shared, DSPY and SPY

DSPYSPY

DSPY—82.0%

SPY82.0%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

DSPY$96 − $18 = $78

KeptFee

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