DYLD vs SPY

ADYLD

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · DYLD $10,518

Lowest cost0.09%SPY · $9 on $10k

Most income4.20%DYLD · $420 on $10k

Smallest drop−1.4%DYLD · worst fall in 1Y

Held in common[…]DYLD and SPY

DYLD

SPY

LeaderShares Dynamic Yield ETF · $35MState Street SPDR S&P 500 ETF · $819B

+5.3%3 years · per year$11,690 · $18,174+22.0%

+1.0%5 years · per year$10,518 · $17,099+11.3%

0.75%Expense ratio$75 · $9 on $10k · lower wins0.09%

4.20%12-mo yield$420 · $103 on $10k1.03%

−1.4%Worst dropSmaller wins−8.9%

2.5%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDYLD · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	ADYLD	LeaderShares Dynamic Yield ETFRead Desk		0.75%	4.20%	0.0%	+1.2%	+1.7%	+5.3%	+1.0%	−1.4%	$35M

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	ADYLD	LeaderShares Dynamic Yield ETFRead Desk		0.75%	4.20%	0.0%	+1.2%	+1.7%	+5.3%	+1.0%	−1.4%	$35M

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

DYLD vs SPY

DYLD

LeaderShares Dynamic Yield

$10,518

SPY

SPDR S&P 500

$17,099

MeasureDYLDSPY

Fee0.75%0.09%

Cost on $10k a year$75$9

Yield4.20%1.03%

5 years, per year+1.0%+11.3%

3 years, per year+5.3%+22.0%

Worst drop · 1Y−1.4%−8.9%

Volatility · 1Y2.5%13.6%

3–3measures won
level

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: DYLD, SPY

Today

[…]holdings […]

DYLDSPY

DYLD—[…]

SPY[…]—

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

Income After Fees on $10,000

$345most kept, DYLD

DYLD$420 − $75 = $345

SPY$103 − $9 = $94

KeptFee

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