FFND vs SPY

AFFND

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · FFND $12,282

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 common31.1%FFND and SPY

FFND

SPY

One Global ETF · $96MState Street SPDR S&P 500 ETF · $819B

+23.2%3 years · per year$18,699 · $18,039+21.7%

+4.2%5 years · per year$12,282 · $17,118+11.3%

0.12%Expense ratio$12 · $9 on $10k · lower wins0.09%

0.61%12-mo yield$61 · $103 on $10k1.03%

−10.5%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFND · SPY

5.1%AAPL7.9%

3.8%AMZN4.0%

3.1%MSFT6.3%

2.8%NVDA6.9%

Held in common31.1%

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	AFFND	One Global ETFRead Desk		0.12%	0.61%	+1.4%	+6.2%	+6.3%	+23.2%	+4.2%	−10.5%	$96M

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	AFFND	One Global ETFRead Desk		0.12%	0.61%	+1.4%	+6.2%	+6.3%	+23.2%	+4.2%	−10.5%	$96M

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

FFND vs SPY

FFND

One Global

$12,282

SPY

SPDR S&P 500

$17,118

MeasureFFNDSPY

Fee0.12%0.09%

Cost on $10k a year$12$9

Yield0.61%1.03%

5 years, per year+4.2%+11.3%

3 years, per year+23.2%+21.7%

Worst drop · 1Y−10.5%−8.9%

Volatility · 1Y13.7%13.6%

5–1measures won
SPY first

31.1%

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: FFND, SPY

Today

31.1%most shared, FFND and SPY

FFNDSPY

FFND—31.1%

SPY31.1%—

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

FFND$61 − $12 = $49

KeptFee

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