EASY vs SPYM

AEASY

BSPYM

Measures won3–1EASY wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income11.34%EASY · $1,134 on $10k

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

Held in common11.8%EASY and SPYM

EASY

SPYM

Liberty One Defensive Dividend Growth ETF · $69MState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.88%Expense ratio$88 · $2 on $10k · lower wins0.02%

11.34%12-mo yield$1,134 · $105 on $10k1.05%

−6.4%Worst dropSmaller wins−8.9%

12.4%VolatilityLower wins13.6%

3–1EASY wins

$10,000 · 5 yearsOne scale

Shared top holdingsEASY · SPYM

4.6%MSFT6.3%

4.1%LLY1.7%

3.6%JNJ1.0%

4.0%PG0.6%

Held in common11.8%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AEASY	Liberty One Defensive Dividend Growth ETFRead Desk		0.88%	11.34%	−0.9%	+28.7%	+29.6%	new	new	−6.4%	$69M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AEASY	Liberty One Defensive Dividend Growth ETFRead Desk		0.88%	11.34%	−0.9%	+28.7%	+29.6%	new	new	−6.4%	$69M

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

EASY vs SPYM

EASY

Liberty One Defensive Dividend Growth

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureEASYSPYM

Fee0.88%0.02%

Cost on $10k a year$88$2

Yield11.34%1.05%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y12.4%13.6%

3–1measures won
EASY first

11.8%

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: EASY, SPYM

Today

11.8%most shared, EASY and SPYM

EASYSPYM

EASY—11.8%

SPYM11.8%—

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

Income After Fees on $10,000

$1,046most kept, EASY

EASY$1,134 − $88 = $1,046

SPYM$105 − $2 = $103

KeptFee

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