EASY vs SPY

AEASY

BSPY

Measures won3–1EASY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income11.24%EASY · $1,124 on $10k

Smallest drop−6.4%EASY · worst fall in 1Y

Held in common11.7%EASY and SPY

EASY

SPY

Liberty One Defensive Dividend Growth ETF · $69MState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.88%Expense ratio$88 · $9 on $10k · lower wins0.09%

11.24%12-mo yield$1,124 · $103 on $10k1.03%

−6.4%Worst dropSmaller wins−8.9%

12.4%VolatilityLower wins13.6%

3–1EASY wins

$10,000 · 5 yearsOne scale

Shared top holdingsEASY · SPY

4.8%MSFT6.2%

4.3%LLY1.7%

3.7%JNJ1.0%

4.1%PG0.6%

Held in common11.7%

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	AEASY	Liberty One Defensive Dividend Growth ETFRead Desk		0.88%	11.24%	0.0%	+29.9%	+30.9%	new	new	−6.4%	$69M

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	AEASY	Liberty One Defensive Dividend Growth ETFRead Desk		0.88%	11.24%	0.0%	+29.9%	+30.9%	new	new	−6.4%	$69M

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

EASY vs SPY

EASY

Liberty One Defensive Dividend Growth

[…]

SPY

SPDR S&P 500

$17,099

MeasureEASYSPY

Fee0.88%0.09%

Cost on $10k a year$88$9

Yield11.24%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y12.4%13.6%

3–1measures won
EASY first

11.7%

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$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: EASY, SPY

Today

11.7%most shared, EASY and SPY

EASYSPY

EASY—11.7%

SPY11.7%—

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

Income After Fees on $10,000

$1,036most kept, EASY

EASY$1,124 − $88 = $1,036

SPY$103 − $9 = $94

KeptFee

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