EPV vs SPYM

AEPV

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · EPV $3,815

Lowest cost0.02%SPYM · $2 on $10k

Most income4.50%EPV · $450 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common0.0%EPV and SPYM

EPV

SPYM

ProShares UltraShort FTSE Europe · $11MState Street SPDR Portfolio S&P 500 ETF · $182B

−29.0%3 years · per year$3,583 · $18,222+22.1%

−17.5%5 years · per year$3,815 · $17,164+11.4%

1.47%Expense ratio$147 · $2 on $10k · lower wins0.02%

4.50%12-mo yield$450 · $106 on $10k1.06%

−34.1%Worst dropSmaller wins−8.9%

33.8%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPV · SPYM

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

Held in common0.0%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AEPV	ProShares UltraShort FTSE EuropeRead Desk		1.47%	4.50%	+4.1%	−14.7%	−24.2%	−29.0%	−17.5%	−34.1%	$11M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AEPV	ProShares UltraShort FTSE EuropeRead Desk		1.47%	4.50%	+4.1%	−14.7%	−24.2%	−29.0%	−17.5%	−34.1%	$11M

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

EPV vs SPYM

EPV

ProShares UltraShort FTSE Europe

$3,815

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureEPVSPYM

Fee1.47%0.02%

Cost on $10k a year$147$2

Yield4.50%1.06%

5 years, per year−17.5%+11.4%

3 years, per year−29.0%+22.1%

Worst drop · 1Y−34.1%−8.9%

Volatility · 1Y33.8%13.6%

5–1measures won
SPYM first

0.0%

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: EPV, SPYM

Today

0.0%most shared, EPV and SPYM

EPVSPYM

EPV—0.0%

SPYM0.0%—

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

Income After Fees on $10,000

$303most kept, EPV

EPV$450 − $147 = $303

SPYM$106 − $2 = $104

KeptFee

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