DTCR vs SPYM

ADTCR

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common8.6%DTCR and SPYM

DTCR

SPYM

Global X - Data Center & Digital Infrastructure ETF · $1.9BState Street SPDR Portfolio S&P 500 ETF · $185B

+29.4%3 years · per year$21,668 · $19,092+24.1%

+9.3%5 years · per year$15,569 · $17,749+12.2%

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

0.98%12-mo yield$98 · $103 on $10k1.03%

−22.9%Worst dropSmaller wins−8.9%

26.4%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDTCR · SPYM

2.1%NVDA7.8%

1.8%AVGO2.5%

2.2%MU1.6%

2.1%AMD1.4%

Held in common8.6%

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	ADTCR	Global X - Data Center & Digital Infrastructure ETFRead Desk	0.50%	0.98%	+1.6%	+20.5%	+14.4%	+29.4%	+9.3%	−22.9%	$1.9B

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	ADTCR	Global X - Data Center & Digital Infrastructure ETFRead Desk	0.50%	0.98%	+1.6%	+20.5%	+14.4%	+29.4%	+9.3%	−22.9%	$1.9B

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

DTCR vs SPYM

DTCR

Global X - Data Center & Digital Infrastructure

$15,569

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureDTCRSPYM

Fee0.50%0.02%

Cost on $10k a year$50$2

Yield0.98%1.03%

5 years, per year+9.3%+12.2%

3 years, per year+29.4%+24.1%

Worst drop · 1Y−22.9%−8.9%

Volatility · 1Y26.4%12.7%

4–1measures won
SPYM first

8.6%

holdings shared

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: DTCR, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

DTCRSPYMSPY

DTCR—8.6%8.6%

SPYM8.6%—99.9%

SPY8.6%99.9%—

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

DTCR$98 − $50 = $48

KeptFee

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