FNDA vs SPY

AFNDA

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · FNDA $14,615

Lowest cost0.09%SPY · $9 on $10k

Most income1.20%FNDA · $120 on $10k

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

Held in common2.1%FNDA and SPY

FNDA

SPY

Schwab Fundamental U.S. Small Company Index ETF · $9.1BState Street SPDR S&P 500 ETF · $805B

+19.1%3 years · per year$16,896 · $19,132+24.1%

+7.9%5 years · per year$14,615 · $18,060+12.6%

0.25%Expense ratio$25 · $9 on $10k · lower wins0.09%

1.20%12-mo yield$120 · $99 on $10k0.99%

−9.4%Worst dropSmaller wins−8.9%

15.7%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDA · SPY

0.2%CRWD0.4%

0.1%PLTR0.6%

0.3%DASH0.1%

0.1%APP0.1%

Held in common2.1%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.20%	+1.5%	+17.7%	+21.5%	+19.1%	+7.9%	−9.4%	$9.1B

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.20%	+1.5%	+17.7%	+21.5%	+19.1%	+7.9%	−9.4%	$9.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FNDA vs SPY

FNDA

Schwab Fundamental U.S. Small Company Index

$14,615

SPY

SPDR S&P 500

$18,060

MeasureFNDASPY

Fee0.25%0.09%

Cost on $10k a year$25$9

Yield1.20%0.99%

5 years, per year+7.9%+12.6%

3 years, per year+19.1%+24.1%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.7%12.9%

5–1measures won
SPY first

2.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FNDA, SPY

Today

2.1%most shared, FNDA and SPY

FNDASPY

FNDA—2.1%

SPY2.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$95most kept, FNDA

FNDA$120 − $25 = $95

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee