FFTY vs SPYM

AFFTY

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · IVV $17,151

Lowest cost0.02%SPYM · $2 on $10k

Most income1.62%FFTY · $162 on $10k

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

Held in common1.8%FFTY and SPYM

FFTY

SPYM

CapForce IBD 50 ETF · $54MState Street SPDR Portfolio S&P 500 ETF · $182B

+12.7%3 years · per year$14,305 · $18,222+22.1%

−9.3%5 years · per year$6,134 · $17,164+11.4%

0.80%Expense ratio$80 · $2 on $10k · lower wins0.02%

1.62%12-mo yield$162 · $106 on $10k1.06%

−34.2%Worst dropSmaller wins−8.9%

35.7%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFFTY · SPYM

0.7%LLY1.7%

2.9%CRWD0.4%

2.7%MPC0.2%

2.6%VLO0.2%

Held in common1.8%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AFFTY	CapForce IBD 50 ETFRead Desk	0.80%	1.62%	−5.7%	−16.9%	−23.6%	+12.7%	−9.3%	−34.2%	$54M

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	AFFTY	CapForce IBD 50 ETFRead Desk	0.80%	1.62%	−5.7%	−16.9%	−23.6%	+12.7%	−9.3%	−34.2%	$54M

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

FFTY vs SPYM

FFTY

CapForce IBD 50

$6,134

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureFFTYSPYM

Fee0.80%0.02%

Cost on $10k a year$80$2

Yield1.62%1.06%

5 years, per year−9.3%+11.4%

3 years, per year+12.7%+22.1%

Worst drop · 1Y−34.2%−8.9%

Volatility · 1Y35.7%13.6%

5–1measures won
SPYM first

1.8%

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: FFTY, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

FFTYSPYMIVV

FFTY—1.8%1.8%

SPYM1.8%—99.9%

IVV1.8%99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

FFTY$162 − $80 = $82

KeptFee

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