FITE vs SPYM

AFITE

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$20,557FITE · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common4.5%FITE and SPYM

FITE

SPYM

State Street SPDR S&P Kensho Future Security ETF · $153MState Street SPDR Portfolio S&P 500 ETF · $182B

+33.6%3 years · per year$23,859 · $18,222+22.1%

+15.5%5 years · per year$20,557 · $17,164+11.4%

0.45%Expense ratio$45 · $2 on $10k · lower wins0.02%

0.11%12-mo yield$11 · $106 on $10k1.06%

−15.3%Worst dropSmaller wins−8.9%

28.8%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFITE · SPYM

1.2%AVGO2.3%

1.2%CSCO0.6%

1.8%PANW0.4%

1.5%RTX0.4%

Held in common4.5%

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	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.11%	−6.5%	+25.5%	+21.3%	+33.6%	+15.5%	−15.3%	$153M
2	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

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	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk		0.45%	0.11%	−6.5%	+25.5%	+21.3%	+33.6%	+15.5%	−15.3%	$153M
2	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

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

FITE vs SPYM

FITE

SPDR S&P Kensho Future Security

$20,557

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureFITESPYM

Fee0.45%0.02%

Cost on $10k a year$45$2

Yield0.11%1.06%

5 years, per year+15.5%+11.4%

3 years, per year+33.6%+22.1%

Worst drop · 1Y−15.3%−8.9%

Volatility · 1Y28.8%13.6%

4–2measures won
SPYM first

4.5%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FITE, SPYM

Today

4.5%most shared, FITE and SPYM

FITESPYM

FITE—4.5%

SPYM4.5%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

FITE$11 − $45 = −$34

KeptFee

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