FNDA vs SPYM

AFNDA

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · FNDA $14,615

Lowest cost0.02%SPYM · $2 on $10k

Most income1.20%FNDA · $120 on $10k

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

Held in common2.1%FNDA and SPYM

FNDA

SPYM

Schwab Fundamental U.S. Small Company Index ETF · $9.1BState Street SPDR Portfolio S&P 500 ETF · $182B

+19.1%3 years · per year$16,896 · $19,186+24.3%

+7.9%5 years · per year$14,615 · $18,126+12.6%

0.25%Expense ratio$25 · $2 on $10k · lower wins0.02%

1.20%12-mo yield$120 · $101 on $10k1.01%

−9.4%Worst dropSmaller wins−8.9%

15.7%VolatilityLower wins12.8%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDA · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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 SPYM

FNDA

Schwab Fundamental U.S. Small Company Index

$14,615

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureFNDASPYM

Fee0.25%0.02%

Cost on $10k a year$25$2

Yield1.20%1.01%

5 years, per year+7.9%+12.6%

3 years, per year+19.1%+24.3%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.7%12.8%

5–1measures won
SPYM 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, SPYM

Today

2.1%most shared, FNDA and SPYM

FNDASPYM

FNDA—2.1%

SPYM2.1%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

FNDA$120 − $25 = $95

KeptFee

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