FITZ vs SPY

AFITZ

BSPY

Measures won0–2SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

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 common32.9%FITZ and SPY

FITZ

SPY

Fitz-Gerald Must Have Portfolio ETF · $108MState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.75%Expense ratio$75 · $9 on $10k · lower wins0.09%

0.23%12-mo yield$23 · $103 on $10k1.03%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.6%

0–2SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFITZ · SPY

4.9%AAPL7.9%

4.6%MSFT6.3%

4.1%NVDA6.9%

2.8%AVGO2.2%

Held in common32.9%

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	AFITZ	Fitz-Gerald Must Have Portfolio ETFRead Desk		0.75%	0.23%	+1.4%	new	new	new	new	[…]	$108M

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	AFITZ	Fitz-Gerald Must Have Portfolio ETFRead Desk		0.75%	0.23%	+1.4%	new	new	new	new	[…]	$108M

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

FITZ vs SPY

FITZ

Fitz-Gerald Must Have Portfolio

[…]

SPY

SPDR S&P 500

$17,118

MeasureFITZSPY

Fee0.75%0.09%

Cost on $10k a year$75$9

Yield0.23%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.6%

2–0measures won
SPY first

32.9%

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: FITZ, SPY

Today

32.9%most shared, FITZ and SPY

FITZSPY

FITZ—32.9%

SPY32.9%—

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

FITZ$23 − $75 = −$52

KeptFee

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