FMKT vs SPYM

AFMKT

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income2.25%FMKT · $225 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common5.0%FMKT and SPYM

FMKT

SPYM

The Free Markets ETF · $10MState Street SPDR Portfolio S&P 500 ETF · $178B

[…]3 years · per year[…] · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.75%Expense ratio$75 · $2 on $10k · lower wins0.02%

2.25%12-mo yield$225 · $105 on $10k1.05%

−14.2%Worst dropSmaller wins−8.9%

19.1%VolatilityLower wins13.6%

1–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFMKT · SPYM

4.5%LLY1.7%

4.9%CVX0.7%

1.5%INTC0.4%

5.7%WELL0.3%

Held in common5.0%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	AFMKT	The Free Markets ETFRead Desk		0.75%	2.25%	+0.9%	−4.3%	−8.6%	new	new	−14.2%	$10M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	AFMKT	The Free Markets ETFRead Desk		0.75%	2.25%	+0.9%	−4.3%	−8.6%	new	new	−14.2%	$10M

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

FMKT vs SPYM

FMKT

The Free Markets

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureFMKTSPYM

Fee0.75%0.02%

Cost on $10k a year$75$2

Yield2.25%1.05%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−14.2%−8.9%

Volatility · 1Y19.1%13.6%

3–1measures won
SPYM first

5.0%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FMKT, SPYM

Today

5.0%most shared, FMKT and SPYM

FMKTSPYM

FMKT—5.0%

SPYM5.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$150most kept, FMKT

FMKT$225 − $75 = $150

SPYM$105 − $2 = $103

KeptFee

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