DTCR vs SPYM

ADTCR

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · DTCR $15,486

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common7.3%DTCR and SPYM

DTCR

SPYM

Global X - Data Center & Digital Infrastructure ETF · $1.9BState Street SPDR Portfolio S&P 500 ETF · $182B

+27.2%3 years · per year$20,571 · $18,082+21.8%

+9.1%5 years · per year$15,486 · $17,192+11.4%

0.50%Expense ratio$50 · $2 on $10k · lower wins0.02%

1.00%12-mo yield$100 · $105 on $10k1.05%

−23.5%Worst dropSmaller wins−8.9%

26.8%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDTCR · SPYM

2.1%NVDA6.9%

1.8%AVGO2.2%

1.9%MU1.2%

2.0%AMD1.0%

Held in common7.3%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	ADTCR	Global X - Data Center & Digital Infrastructure ETFRead Desk		0.50%	1.00%	+0.5%	+18.3%	+13.8%	+27.2%	+9.1%	−23.5%	$1.9B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	ADTCR	Global X - Data Center & Digital Infrastructure ETFRead Desk		0.50%	1.00%	+0.5%	+18.3%	+13.8%	+27.2%	+9.1%	−23.5%	$1.9B

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

DTCR vs SPYM

DTCR

Global X - Data Center & Digital Infrastructure

$15,486

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureDTCRSPYM

Fee0.50%0.02%

Cost on $10k a year$50$2

Yield1.00%1.05%

5 years, per year+9.1%+11.4%

3 years, per year+27.2%+21.8%

Worst drop · 1Y−23.5%−8.9%

Volatility · 1Y26.8%13.6%

5–1measures won
SPYM first

7.3%

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: DTCR, SPYM

Today

7.3%most shared, DTCR and SPYM

DTCRSPYM

DTCR—7.3%

SPYM7.3%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

DTCR$100 − $50 = $50

KeptFee

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