EVX vs SPY

AEVX

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · EVX $13,215

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common0.4%EVX and SPY

EVX

SPY

VanEck Environmental Services ETF · $99MState Street SPDR S&P 500 ETF · $819B

+15.1%3 years · per year$15,247 · $18,039+21.7%

+5.7%5 years · per year$13,215 · $17,118+11.3%

0.55%Expense ratio$55 · $9 on $10k · lower wins0.09%

0.18%12-mo yield$18 · $103 on $10k1.03%

−10.8%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsEVX · SPY

8.9%WM0.1%

8.9%ECL0.1%

7.8%RSG0.1%

6.1%VLTO0.0%

Held in common0.4%

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	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
2	AEVX	VanEck Environmental Services ETFRead Desk		0.55%	0.18%	−0.4%	+5.6%	+8.3%	+15.1%	+5.7%	−10.8%	$99M

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	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
2	AEVX	VanEck Environmental Services ETFRead Desk		0.55%	0.18%	−0.4%	+5.6%	+8.3%	+15.1%	+5.7%	−10.8%	$99M

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

EVX vs SPY

EVX

VanEck Environmental Services

$13,216

SPY

SPDR S&P 500

$17,118

MeasureEVXSPY

Fee0.55%0.09%

Cost on $10k a year$55$9

Yield0.18%1.03%

5 years, per year+5.7%+11.3%

3 years, per year+15.1%+21.7%

Worst drop · 1Y−10.8%−8.9%

Volatility · 1Y13.9%13.6%

6–0measures won
SPY first

0.4%

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: EVX, SPY

Today

0.4%most shared, EVX and SPY

EVXSPY

EVX—0.4%

SPY0.4%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

EVX$18 − $55 = −$37

KeptFee

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