FDAT vs SPYM

AFDAT

BSPYM

Measures won3–2FDAT wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · SPY $17,493

Lowest cost0.02%SPYM · $2 on $10k

Most income5.99%FDAT · $599 on $10k

Smallest drop−6.3%FDAT · worst fall in 1Y

Held in common0.0%FDAT and SPYM

FDAT

SPYM

Tactical Advantage ETF · $35MState Street SPDR Portfolio S&P 500 ETF · $179B

+10.1%3 years · per year$13,354 · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.74%Expense ratio$74 · $2 on $10k · lower wins0.02%

5.99%12-mo yield$599 · $103 on $10k1.03%

−6.3%Worst dropSmaller wins−8.9%

10.7%VolatilityLower wins13.7%

3–2FDAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDAT · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AFDAT	Tactical Advantage ETFRead Desk	0.74%	5.99%	+2.6%	+3.7%	+4.8%	+10.1%	new	−6.3%	$35M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AFDAT	Tactical Advantage ETFRead Desk	0.74%	5.99%	+2.6%	+3.7%	+4.8%	+10.1%	new	−6.3%	$35M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDAT vs SPYM

FDAT

Tactical Advantage

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureFDATSPYM

Fee0.74%0.02%

Cost on $10k a year$74$2

Yield5.99%1.03%

5 years, per year[…]+11.9%

3 years, per year+10.1%+22.0%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y10.7%13.7%

3–2measures won
FDAT first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FDAT, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FDATSPYMSPY

FDAT—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$525most kept, FDAT

FDAT$599 − $74 = $525

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee