EMNT vs SPY

AEMNT

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,118SPY · EMNT $12,027

Lowest cost0.09%SPY · $9 on $10k

Most income3.86%EMNT · $386 on $10k

Smallest drop−0.2%EMNT · worst fall in 1Y

Held in common[…]EMNT and SPY

EMNT

SPY

PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund · $260MState Street SPDR S&P 500 ETF · $819B

+5.1%3 years · per year$11,623 · $18,039+21.7%

+3.8%5 years · per year$12,027 · $17,118+11.3%

0.36%Expense ratio$36 · $9 on $10k · lower wins0.09%

3.86%12-mo yield$386 · $103 on $10k1.03%

−0.2%Worst dropSmaller wins−8.9%

0.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEMNT · SPY

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

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	AEMNT	PIMCO Enhanced Short Maturity Active ESG Exchange-Traded FundRead Desk		0.36%	3.86%	+0.1%	+3.3%	+4.0%	+5.1%	+3.8%	−0.2%	$260M

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	AEMNT	PIMCO Enhanced Short Maturity Active ESG Exchange-Traded FundRead Desk		0.36%	3.86%	+0.1%	+3.3%	+4.0%	+5.1%	+3.8%	−0.2%	$260M

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

EMNT vs SPY

EMNT

PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund

$12,027

SPY

SPDR S&P 500

$17,118

MeasureEMNTSPY

Fee0.36%0.09%

Cost on $10k a year$36$9

Yield3.86%1.03%

5 years, per year+3.8%+11.3%

3 years, per year+5.1%+21.7%

Worst drop · 1Y−0.2%−8.9%

Volatility · 1Y0.6%13.6%

3–3measures won
level

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: EMNT, SPY

Today

[…]holdings […]

EMNTSPY

EMNT—[…]

SPY[…]—

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

Income After Fees on $10,000

$350most kept, EMNT

EMNT$386 − $36 = $350

SPY$103 − $9 = $94

KeptFee

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