FLSP vs SPY

AFLSP

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · FLSP $15,140

Lowest cost0.09%SPY · $9 on $10k

Most income2.44%FLSP · $244 on $10k

Smallest drop−4.0%FLSP · worst fall in 1Y

Held in common17.4%FLSP and SPY

FLSP

SPY

Franklin Systematic Style Premia ETF · $1.2BState Street SPDR S&P 500 ETF · $805B

+10.8%3 years · per year$13,608 · $18,174+22.0%

+8.6%5 years · per year$15,140 · $17,099+11.3%

0.65%Expense ratio$65 · $9 on $10k · lower wins0.09%

2.44%12-mo yield$244 · $103 on $10k1.03%

−4.0%Worst dropSmaller wins−8.9%

9.1%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFLSP · SPY

1.1%MSFT6.2%

0.8%GOOG2.1%

0.7%MU1.4%

0.7%CSCO0.6%

Held in common17.4%

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	AFLSP	Franklin Systematic Style Premia ETFRead Desk		0.65%	2.44%	+0.3%	+8.5%	+12.5%	+10.8%	+8.6%	−4.0%	$1.2B

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	AFLSP	Franklin Systematic Style Premia ETFRead Desk		0.65%	2.44%	+0.3%	+8.5%	+12.5%	+10.8%	+8.6%	−4.0%	$1.2B

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

FLSP vs SPY

FLSP

Franklin Systematic Style Premia

$15,140

SPY

SPDR S&P 500

$17,099

MeasureFLSPSPY

Fee0.65%0.09%

Cost on $10k a year$65$9

Yield2.44%1.03%

5 years, per year+8.6%+11.3%

3 years, per year+10.8%+22.0%

Worst drop · 1Y−4.0%−8.9%

Volatility · 1Y9.1%13.6%

3–3measures won
level

17.4%

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: FLSP, SPY

Today

17.4%most shared, FLSP and SPY

FLSPSPY

FLSP—17.4%

SPY17.4%—

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

Income After Fees on $10,000

$179most kept, FLSP

FLSP$244 − $65 = $179

SPY$103 − $9 = $94

KeptFee

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