EPS vs SPYM

AEPS

BSPYM

Measures won3–2EPS wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · EPS $17,157

Lowest cost0.02%SPYM · $2 on $10k

Most income1.16%EPS · $116 on $10k

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

Held in common74.7%EPS and SPYM

EPS

SPYM

WisdomTree U.S. LargeCap Fund · $1.6BState Street SPDR Portfolio S&P 500 ETF · $182B

+21.4%3 years · per year$17,874 · $18,082+21.8%

+11.4%5 years · per year$17,157 · $17,192+11.4%

0.08%Expense ratio$8 · $2 on $10k · lower wins0.02%

1.16%12-mo yield$116 · $105 on $10k1.05%

−8.4%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.6%

3–2EPS wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPS · SPYM

7.1%NVDA6.9%

6.0%AAPL7.9%

4.7%MSFT6.3%

5.6%AMZN4.0%

Held in common74.7%

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	AEPS	WisdomTree U.S. LargeCap FundRead Desk		0.08%	1.16%	+0.1%	+9.6%	+11.5%	+21.4%	+11.4%	−8.4%	$1.6B

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	AEPS	WisdomTree U.S. LargeCap FundRead Desk		0.08%	1.16%	+0.1%	+9.6%	+11.5%	+21.4%	+11.4%	−8.4%	$1.6B

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

EPS vs SPYM

EPS

WisdomTree U.S. LargeCap Fund

$17,158

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureEPSSPYM

Fee0.08%0.02%

Cost on $10k a year$8$2

Yield1.16%1.05%

5 years, per year+11.4%+11.4%

3 years, per year+21.4%+21.8%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y13.0%13.6%

3–2measures won
EPS first

74.7%

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: EPS, SPYM

Today

74.7%most shared, EPS and SPYM

EPSSPYM

EPS—74.7%

SPYM74.7%—

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

Income After Fees on $10,000

$108most kept, EPS

EPS$116 − $8 = $108

SPYM$105 − $2 = $103

KeptFee

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