FLCC vs SPY

AFLCC

BSPY

Measures won0–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

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 common47.6%FLCC and SPY

FLCC

SPY

Federated Hermes MDT Large Cap Core ETF · $178MState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.40%Expense ratio$40 · $9 on $10k · lower wins0.09%

0.47%12-mo yield$47 · $103 on $10k1.03%

−9.3%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins13.6%

0–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLCC · SPY

7.4%NVDA7.3%

6.5%AAPL7.7%

4.0%MSFT6.2%

3.2%AMZN3.9%

Held in common47.6%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AFLCC	Federated Hermes MDT Large Cap Core ETFRead Desk		0.40%	0.47%	−4.2%	+8.2%	+11.1%	new	new	−9.3%	$178M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AFLCC	Federated Hermes MDT Large Cap Core ETFRead Desk		0.40%	0.47%	−4.2%	+8.2%	+11.1%	new	new	−9.3%	$178M

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

FLCC vs SPY

FLCC

Federated Hermes MDT Large Cap Core

[…]

SPY

SPDR S&P 500

$17,099

MeasureFLCCSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield0.47%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y13.8%13.6%

4–0measures won
SPY first

47.6%

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: FLCC, SPY

Today

47.6%most shared, FLCC and SPY

FLCCSPY

FLCC—47.6%

SPY47.6%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FLCC$47 − $40 = $7

KeptFee

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