ESLG vs SPYM

AESLG

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common28.0%ESLG and SPYM

ESLG

SPYM

Eventide Large Cap Growth ETF · $26MState Street SPDR Portfolio S&P 500 ETF · $185B

[…]3 years · per year[…] · $19,092+24.1%

[…]5 years · per year[…] · $17,749+12.2%

0.39%Expense ratio$39 · $2 on $10k · lower wins0.02%

0.40%12-mo yield$40 · $103 on $10k1.03%

−11.9%Worst dropSmaller wins−8.9%

16.5%VolatilityLower wins12.7%

0–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsESLG · SPYM

10.2%NVDA7.8%

3.6%AVGO2.5%

3.5%LLY1.7%

1.9%MU1.6%

Held in common28.0%

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AESLG	Eventide Large Cap Growth ETFRead Desk		0.39%	0.40%	+0.5%	+13.3%	+9.3%	new	new	−11.9%	$26M

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AESLG	Eventide Large Cap Growth ETFRead Desk		0.39%	0.40%	+0.5%	+13.3%	+9.3%	new	new	−11.9%	$26M

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

Cards for this view

ESLG vs SPYM

ESLG

Eventide Large Cap Growth

[…]

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureESLGSPYM

Fee0.39%0.02%

Cost on $10k a year$39$2

Yield0.40%1.03%

5 years, per year[…]+12.2%

3 years, per year[…]+24.1%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y16.5%12.7%

4–0measures won
SPYM first

28.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: ESLG, SPYM

Today

28.0%most shared, ESLG and SPYM

ESLGSPYM

ESLG—28.0%

SPYM28.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

ESLG$40 − $39 = $1

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee