DURA vs SPY

ADURA

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · DURA $15,256

Lowest cost0.09%SPY · $9 on $10k

Most income3.09%DURA · $309 on $10k

Smallest drop−7.0%DURA · worst fall in 1Y

Held in common11.2%DURA and SPY

DURA

SPY

VanEck Durable High Dividend ETF · $39MState Street SPDR S&P 500 ETF · $805B

+15.4%3 years · per year$15,366 · $18,174+22.0%

+8.8%5 years · per year$15,256 · $17,099+11.3%

0.30%Expense ratio$30 · $9 on $10k · lower wins0.09%

3.09%12-mo yield$309 · $103 on $10k1.03%

−7.0%Worst dropSmaller wins−8.9%

15.1%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDURA · SPY

5.1%XOM1.0%

4.9%CVX0.6%

4.1%MRK0.6%

3.0%BAC0.5%

Held in common11.2%

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%	$804.8B
2	ADURA	VanEck Durable High Dividend ETFRead Desk		0.30%	3.09%	−2.3%	+21.9%	+27.9%	+15.4%	+8.8%	−7.0%	$39M

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%	$804.8B
2	ADURA	VanEck Durable High Dividend ETFRead Desk		0.30%	3.09%	−2.3%	+21.9%	+27.9%	+15.4%	+8.8%	−7.0%	$39M

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

DURA vs SPY

DURA

VanEck Durable High Dividend

$15,256

SPY

SPDR S&P 500

$17,099

MeasureDURASPY

Fee0.30%0.09%

Cost on $10k a year$30$9

Yield3.09%1.03%

5 years, per year+8.8%+11.3%

3 years, per year+15.4%+22.0%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y15.1%13.6%

4–2measures won
SPY first

11.2%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DURA, SPY

Today

11.2%most shared, DURA and SPY

DURASPY

DURA—11.2%

SPY11.2%—

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

Income After Fees on $10,000

$279most kept, DURA

DURA$309 − $30 = $279

SPY$103 − $9 = $94

KeptFee

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