FLBL vs SPYM

AFLBL

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,555SPYM · FLBL $13,044

Lowest cost0.02%SPYM · $2 on $10k

Most income8.20%FLBL · $820 on $10k

Smallest drop−3.2%FLBL · worst fall in 1Y

Held in common0.0%FLBL and SPYM

FLBL

SPYM

Franklin Senior Loan ETF · $762MState Street SPDR Portfolio S&P 500 ETF · $179B

+6.1%3 years · per year$11,938 · $18,163+22.0%

+5.5%5 years · per year$13,044 · $17,555+11.9%

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

8.20%12-mo yield$820 · $103 on $10k1.03%

−3.2%Worst dropSmaller wins−8.9%

2.8%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFLBL · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AFLBL	Franklin Senior Loan ETFRead Desk		0.45%	8.20%	+0.3%	+3.5%	+3.6%	+6.1%	+5.5%	−3.2%	$762M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AFLBL	Franklin Senior Loan ETFRead Desk		0.45%	8.20%	+0.3%	+3.5%	+3.6%	+6.1%	+5.5%	−3.2%	$762M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FLBL vs SPYM

FLBL

Franklin Senior Loan

$13,044

SPYM

SPDR Portfolio S&P 500

$17,555

MeasureFLBLSPYM

Fee0.45%0.02%

Cost on $10k a year$45$2

Yield8.20%1.03%

5 years, per year+5.5%+11.9%

3 years, per year+6.1%+22.0%

Worst drop · 1Y−3.2%−8.9%

Volatility · 1Y2.8%13.7%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FLBL, SPYM

Today

0.0%most shared, FLBL and SPYM

FLBLSPYM

FLBL—0.0%

SPYM0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$775most kept, FLBL

FLBL$820 − $45 = $775

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee