DWSH vs SPY

ADWSH

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · DWSH $7,665

Lowest cost0.09%SPY · $9 on $10k

Most income7.60%DWSH · $760 on $10k

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

Held in common[…]DWSH and SPY

DWSH

SPY

AdvisorShares Dorsey Wright Short ETF · $6MState Street SPDR S&P 500 ETF · $819B

−12.6%3 years · per year$6,671 · $18,039+21.7%

−5.2%5 years · per year$7,665 · $17,118+11.3%

4.07%Expense ratio$407 · $9 on $10k · lower wins0.09%

7.60%12-mo yield$760 · $103 on $10k1.03%

−26.4%Worst dropSmaller wins−8.9%

23.5%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDWSH · SPY

-0.7%FIS0.0%

-0.8%NRG0.0%

-0.9%BSX0.1%

-0.9%ORCL0.4%

Held in common[…]

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	ADWSH	AdvisorShares Dorsey Wright Short ETFRead Desk		4.07%	7.60%	+1.9%	−16.9%	−20.0%	−12.6%	−5.2%	−26.4%	$6M

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	ADWSH	AdvisorShares Dorsey Wright Short ETFRead Desk		4.07%	7.60%	+1.9%	−16.9%	−20.0%	−12.6%	−5.2%	−26.4%	$6M

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

DWSH vs SPY

DWSH

AdvisorShares Dorsey Wright Short

$7,665

SPY

SPDR S&P 500

$17,118

MeasureDWSHSPY

Fee4.07%0.09%

Cost on $10k a year$407$9

Yield7.60%1.03%

5 years, per year−5.2%+11.3%

3 years, per year−12.6%+21.7%

Worst drop · 1Y−26.4%−8.9%

Volatility · 1Y23.5%13.6%

5–1measures won
SPY first

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: DWSH, SPY

Today

[…]holdings […]

DWSHSPY

DWSH—[…]

SPY[…]—

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

Income After Fees on $10,000

$353most kept, DWSH

DWSH$760 − $407 = $353

SPY$103 − $9 = $94

KeptFee

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