DYNF vs SPY

ADYNF

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,398DYNF · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.7%DYNF · worst fall in 1Y

Held in common70.0%DYNF and SPY

DYNF

SPY

iShares U.S. Equity Factor Rotation Active ETF · $40.6BState Street SPDR S&P 500 ETF · $819B

+24.7%3 years · per year$19,385 · $18,039+21.7%

+13.0%5 years · per year$18,398 · $17,118+11.3%

0.26%Expense ratio$26 · $9 on $10k · lower wins0.09%

0.87%12-mo yield$87 · $103 on $10k1.03%

−8.7%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDYNF · SPY

8.2%AAPL7.9%

6.9%NVDA6.9%

5.1%MSFT6.3%

4.4%AMZN4.0%

Held in common70.0%

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	ADYNF	iShares U.S. Equity Factor Rotation Active ETFRead Desk		0.26%	0.87%	+0.3%	+7.6%	+8.4%	+24.7%	+13.0%	−8.7%	$40.6B
2	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

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	ADYNF	iShares U.S. Equity Factor Rotation Active ETFRead Desk		0.26%	0.87%	+0.3%	+7.6%	+8.4%	+24.7%	+13.0%	−8.7%	$40.6B
2	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

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

DYNF vs SPY

DYNF

iShares U.S. Equity Factor Rotation Active

$18,398

SPY

SPDR S&P 500

$17,118

MeasureDYNFSPY

Fee0.26%0.09%

Cost on $10k a year$26$9

Yield0.87%1.03%

5 years, per year+13.0%+11.3%

3 years, per year+24.7%+21.7%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y14.5%13.6%

3–3measures won
level

70.0%

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: DYNF, SPY

Today

70.0%most shared, DYNF and SPY

DYNFSPY

DYNF—70.0%

SPY70.0%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

DYNF$87 − $26 = $61

KeptFee

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