FCUS vs SPY

AFCUS

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income4.21%FCUS · $421 on $10k

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

Held in common3.8%FCUS and SPY

FCUS

SPY

Pinnacle Focused Opportunities ETF · $79MState Street SPDR S&P 500 ETF · $805B

+22.7%3 years · per year$18,478 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.81%Expense ratio$81 · $9 on $10k · lower wins0.09%

4.21%12-mo yield$421 · $103 on $10k1.03%

−31.4%Worst dropSmaller wins−8.9%

43.5%VolatilityLower wins13.6%

2–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCUS · SPY

2.4%XOM1.0%

3.1%CVX0.6%

2.5%PANW0.4%

3.2%CRWD0.4%

Held in common3.8%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AFCUS	Pinnacle Focused Opportunities ETFRead Desk		0.81%	4.21%	−6.4%	+2.9%	+0.2%	+22.7%	new	−31.4%	$79M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AFCUS	Pinnacle Focused Opportunities ETFRead Desk		0.81%	4.21%	−6.4%	+2.9%	+0.2%	+22.7%	new	−31.4%	$79M

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

FCUS vs SPY

FCUS

Pinnacle Focused Opportunities

[…]

SPY

SPDR S&P 500

$17,099

MeasureFCUSSPY

Fee0.81%0.09%

Cost on $10k a year$81$9

Yield4.21%1.03%

5 years, per year[…]+11.3%

3 years, per year+22.7%+22.0%

Worst drop · 1Y−31.4%−8.9%

Volatility · 1Y43.5%13.6%

3–2measures won
SPY first

3.8%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FCUS, SPY

Today

3.8%most shared, FCUS and SPY

FCUSSPY

FCUS—3.8%

SPY3.8%—

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

Income After Fees on $10,000

$340most kept, FCUS

FCUS$421 − $81 = $340

SPY$103 − $9 = $94

KeptFee

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