FEUS vs SPY

AFEUS

BSPY

Measures won0–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · FEUS $16,969

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common55.3%FEUS and SPY

FEUS

SPY

Northern Trust ESG & Climate US Large Cap Core ETF · $128MState Street SPDR S&P 500 ETF · $805B

+22.5%3 years · per year$18,394 · $19,132+24.1%

+11.2%5 years · per year$16,969 · $18,060+12.6%

0.10%Expense ratio$10 · $9 on $10k · lower wins0.09%

0.98%12-mo yield$98 · $99 on $10k0.99%

−9.6%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins12.9%

0–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFEUS · SPY

7.6%NVDA7.7%

7.3%AAPL7.4%

6.2%MSFT5.9%

4.1%AMZN3.8%

Held in common55.3%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AFEUS	Northern Trust ESG & Climate US Large Cap Core ETFRead Desk		0.10%	0.98%	+2.2%	+13.6%	+14.5%	+22.5%	+11.2%	−9.6%	$128M

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AFEUS	Northern Trust ESG & Climate US Large Cap Core ETFRead Desk		0.10%	0.98%	+2.2%	+13.6%	+14.5%	+22.5%	+11.2%	−9.6%	$128M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FEUS vs SPY

FEUS

Northern Trust ESG & Climate US Large Cap Core

$16,969

SPY

SPDR S&P 500

$18,060

MeasureFEUSSPY

Fee0.10%0.09%

Cost on $10k a year$10$9

Yield0.98%0.99%

5 years, per year+11.2%+12.6%

3 years, per year+22.5%+24.1%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y12.9%12.9%

4–0measures won
SPY first

55.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FEUS, SPY

Today

55.3%most shared, FEUS and SPY

FEUSSPY

FEUS—55.3%

SPY55.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

FEUS$98 − $10 = $88

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee