EPS vs SPY

AEPS

BSPY

Measures won5–1EPS wins · of 6 · 5Y

$10,000 · 5Y$17,151EPS · SPY $17,099

Lowest cost0.08%EPS · $8 on $10k

Most income1.16%EPS · $116 on $10k

Smallest drop−8.4%EPS · worst fall in 1Y

Held in common74.9%EPS and SPY

EPS

SPY

WisdomTree U.S. LargeCap Fund · $1.6BState Street SPDR S&P 500 ETF · $805B

+21.7%3 years · per year$18,039 · $18,174+22.0%

+11.4%5 years · per year$17,150 · $17,099+11.3%

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

1.16%12-mo yield$116 · $103 on $10k1.03%

−8.4%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.6%

5–1EPS wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPS · SPY

7.1%NVDA7.3%

6.0%AAPL7.7%

4.7%MSFT6.2%

5.6%AMZN3.9%

Held in common74.9%

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	AEPS	WisdomTree U.S. LargeCap FundRead Desk		0.08%	1.16%	−4.1%	+9.5%	+11.8%	+21.7%	+11.4%	−8.4%	$1.6B
2	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%	$804.8B

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	AEPS	WisdomTree U.S. LargeCap FundRead Desk		0.08%	1.16%	−4.1%	+9.5%	+11.8%	+21.7%	+11.4%	−8.4%	$1.6B
2	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%	$804.8B

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

EPS vs SPY

EPS

WisdomTree U.S. LargeCap Fund

$17,151

SPY

SPDR S&P 500

$17,099

MeasureEPSSPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield1.16%1.03%

5 years, per year+11.4%+11.3%

3 years, per year+21.7%+22.0%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y13.1%13.6%

5–1measures won
EPS first

74.9%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: EPS, SPY

Today

74.9%most shared, EPS and SPY

EPSSPY

EPS—74.9%

SPY74.9%—

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

Income After Fees on $10,000

$108most kept, EPS

EPS$116 − $8 = $108

SPY$103 − $9 = $94

KeptFee

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