FEPI vs SPY

AFEPI

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income29.69%FEPI · $2,969 on $10k

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

Held in common37.7%FEPI and SPY

FEPI

SPY

REX FANG & Innovation Equity Premium Income ETF · $675MState Street SPDR S&P 500 ETF · $819B

+14.5%3 years · per year$15,004 · $18,174+22.0%

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

0.65%Expense ratio$65 · $9 on $10k · lower wins0.09%

29.69%12-mo yield$2,969 · $103 on $10k1.03%

−17.5%Worst dropSmaller wins−8.9%

22.4%VolatilityLower wins13.6%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFEPI · SPY

7.6%AAPL7.7%

6.7%NVDA7.3%

7.6%MSFT6.2%

7.7%AMZN3.9%

Held in common37.7%

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%	$818.5B
2	AFEPI	REX FANG & Innovation Equity Premium Income ETFRead Desk		0.65%	29.69%	−7.8%	−5.3%	−5.1%	+14.5%	new	−17.5%	$675M

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%	$818.5B
2	AFEPI	REX FANG & Innovation Equity Premium Income ETFRead Desk		0.65%	29.69%	−7.8%	−5.3%	−5.1%	+14.5%	new	−17.5%	$675M

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

FEPI vs SPY

FEPI

REX FANG & Innovation Equity Premium Income

[…]

SPY

SPDR S&P 500

$17,099

MeasureFEPISPY

Fee0.65%0.09%

Cost on $10k a year$65$9

Yield29.69%1.03%

5 years, per year[…]+11.3%

3 years, per year+14.5%+22.0%

Worst drop · 1Y−17.5%−8.9%

Volatility · 1Y22.4%13.6%

4–1measures won
SPY first

37.7%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FEPI, SPY

Today

37.7%most shared, FEPI and SPY

FEPISPY

FEPI—37.7%

SPY37.7%—

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

Income After Fees on $10,000

$2,904most kept, FEPI

FEPI$2,969 − $65 = $2,904

SPY$103 − $9 = $94

KeptFee

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