FLGV vs SPY

AFLGV

BSPY

Measures won3–2FLGV wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · FLGV $9,866

Lowest cost0.09%FLGV · $9 on $10k

Most income4.19%FLGV · $419 on $10k

Smallest drop−4.4%FLGV · worst fall in 1Y

Held in common0.2%FLGV and SPY

FLGV

SPY

Franklin U.S. Treasury Bond ETF · $1.2BState Street SPDR S&P 500 ETF · $778B

+4.0%3 years · per year$11,249 · $18,118+21.9%

−0.3%5 years · per year$9,866 · $17,493+11.8%

0.09%Expense ratio$9 · $9 on $10k · lower wins0.09%

4.19%12-mo yield$419 · $101 on $10k1.01%

−4.4%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins13.7%

3–2FLGV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLGV · SPY

0.7%T0.2%

Held in common0.2%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	AFLGV	Franklin U.S. Treasury Bond ETFRead Desk		0.09%	4.19%	−0.1%	−0.1%	−0.1%	+4.0%	−0.3%	−4.4%	$1.2B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	AFLGV	Franklin U.S. Treasury Bond ETFRead Desk		0.09%	4.19%	−0.1%	−0.1%	−0.1%	+4.0%	−0.3%	−4.4%	$1.2B

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

FLGV vs SPY

FLGV

Franklin U.S. Treasury Bond

$9,866

SPY

SPDR S&P 500

$17,493

MeasureFLGVSPY

Fee0.09%0.09%

Cost on $10k a year$9$9

Yield4.19%1.01%

5 years, per year−0.3%+11.8%

3 years, per year+4.0%+21.9%

Worst drop · 1Y−4.4%−8.9%

Volatility · 1Y3.7%13.7%

3–2measures won
FLGV first

0.2%

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

+33.2%

VIGVanguard

+14.8%

+33.2%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: FLGV, SPY

Today

0.2%most shared, FLGV and SPY

FLGVSPY

FLGV—0.2%

SPY0.2%—

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

Income After Fees on $10,000

$410most kept, FLGV

FLGV$419 − $9 = $410

SPY$101 − $9 = $92

KeptFee

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