FNDA vs SPYM

AFNDA

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VOO $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.25%FNDA · $125 on $10k

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

Held in common2.0%FNDA and SPYM

FNDA

SPYM

Schwab Fundamental U.S. Small Company Index ETF · $8.8BState Street SPDR Portfolio S&P 500 ETF · $178B

+17.2%3 years · per year$16,098 · $18,082+21.8%

+6.8%5 years · per year$13,903 · $17,192+11.4%

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

1.25%12-mo yield$125 · $105 on $10k1.05%

−9.4%Worst dropSmaller wins−8.9%

16.0%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNDA · SPYM

0.2%CRWD0.3%

0.2%APP0.2%

0.1%PLTR0.6%

0.3%DASH0.1%

Held in common2.0%

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

All Three

5Y3 funds

#
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.25%	−0.1%	+13.5%	+16.9%	+17.2%	+6.8%	−9.4%	$8.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.25%	−0.1%	+13.5%	+16.9%	+17.2%	+6.8%	−9.4%	$8.8B

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

FNDA vs SPYM

FNDA

Schwab Fundamental U.S. Small Company Index

$13,903

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureFNDASPYM

Fee0.25%0.02%

Cost on $10k a year$25$2

Yield1.25%1.05%

5 years, per year+6.8%+11.4%

3 years, per year+17.2%+21.8%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y16.0%13.6%

5–1measures won
SPYM first

2.0%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: FNDA, SPYM, VOO

Today

92.2%most shared, SPYM and VOO

FNDASPYMVOO

FNDA—2.0%2.0%

SPYM2.0%—92.2%

VOO2.0%92.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

FNDA$125 − $25 = $100

KeptFee

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