EQL vs SPY

AEQL

BSPY

Measures won4–2EQL wins · of 6 · 5Y

$10,000 · 5Y$18,287EQL · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.31%EQL · $131 on $10k

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

Held in common63.7%EQL and SPY

EQL

SPY

ALPS Equal Sector Weight ETF · $776MState Street SPDR S&P 500 ETF · $819B

+20.2%3 years · per year$17,356 · $18,039+21.7%

+12.8%5 years · per year$18,287 · $17,118+11.3%

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

1.31%12-mo yield$131 · $103 on $10k1.03%

−6.2%Worst dropSmaller wins−8.9%

9.7%VolatilityLower wins13.6%

4–2EQL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEQL · SPY

3.9%AMZN4.0%

4.3%GOOGL2.6%

1.9%META2.1%

1.8%AAPL7.9%

Held in common63.7%

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

All Three

5Y3 funds

#
1	AEQL	ALPS Equal Sector Weight ETFRead Desk	0.19%	1.31%	−0.1%	+11.2%	+13.5%	+20.2%	+12.8%	−6.2%	$776M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	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

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AEQL	ALPS Equal Sector Weight ETFRead Desk	0.19%	1.31%	−0.1%	+11.2%	+13.5%	+20.2%	+12.8%	−6.2%	$776M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	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

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

EQL vs SPY

EQL

ALPS Equal Sector Weight

$18,287

SPY

SPDR S&P 500

$17,118

MeasureEQLSPY

Fee0.19%0.09%

Cost on $10k a year$19$9

Yield1.31%1.03%

5 years, per year+12.8%+11.3%

3 years, per year+20.2%+21.7%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y9.7%13.6%

4–2measures won
EQL first

63.7%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: EQL, SPY, VOO

Today

92.2%most shared, SPY and VOO

EQLSPYVOO

EQL—63.7%60.7%

SPY63.7%—92.2%

VOO60.7%92.2%—

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

Income After Fees on $10,000

$112most kept, EQL

EQL$131 − $19 = $112

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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