EQL vs SPY

AEQL

BSPY

Measures won4–2EQL wins · of 6 · 5Y

$10,000 · 5Y$19,025EQL · SPY $18,060

Lowest cost0.09%SPY · $9 on $10k

Most income1.27%EQL · $127 on $10k

Smallest drop−6.2%EQL · worst fall in 1Y

Held in common63.4%EQL and SPY

EQL

SPY

ALPS Equal Sector Weight ETF · $799MState Street SPDR S&P 500 ETF · $805B

+21.9%3 years · per year$18,116 · $19,132+24.1%

+13.7%5 years · per year$19,025 · $18,060+12.6%

0.19%Expense ratio$19 · $9 on $10k · lower wins0.09%

1.27%12-mo yield$127 · $99 on $10k0.99%

−6.2%Worst dropSmaller wins−8.9%

9.3%VolatilityLower wins12.9%

4–2EQL wins

$10,000 · 5 yearsOne scale

Shared top holdingsEQL · SPY

3.7%AMZN3.8%

4.2%GOOGL2.5%

1.9%META2.1%

1.7%AAPL7.4%

Held in common63.4%

End-of-day Nov 4, 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	AEQL	ALPS Equal Sector Weight ETFRead Desk		0.19%	1.27%	+1.5%	+14.6%	+16.7%	+21.9%	+13.7%	−6.2%	$799M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AEQL	ALPS Equal Sector Weight ETFRead Desk		0.19%	1.27%	+1.5%	+14.6%	+16.7%	+21.9%	+13.7%	−6.2%	$799M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EQL vs SPY

EQL

ALPS Equal Sector Weight

$19,025

SPY

SPDR S&P 500

$18,060

MeasureEQLSPY

Fee0.19%0.09%

Cost on $10k a year$19$9

Yield1.27%0.99%

5 years, per year+13.7%+12.6%

3 years, per year+21.9%+24.1%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y9.3%12.9%

4–2measures won
EQL first

63.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: EQL, SPY

Today

63.4%most shared, EQL and SPY

EQLSPY

EQL—63.4%

SPY63.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, EQL

EQL$127 − $19 = $108

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee