FNDX vs SPY

AFNDX

BSPY

Measures won5–1FNDX wins · of 6 · 5Y

$10,000 · 5Y$18,843FNDX · SPY $17,493

Lowest cost0.09%SPY · $9 on $10k

Most income1.44%FNDX · $144 on $10k

Smallest drop−6.0%FNDX · worst fall in 1Y

Held in common64.1%FNDX and SPY

FNDX

SPY

Schwab Fundamental U.S. Large Company ETF · $28.0BState Street SPDR S&P 500 ETF · $778B

+22.7%3 years · per year$18,482 · $18,118+21.9%

+13.5%5 years · per year$18,843 · $17,493+11.8%

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

1.44%12-mo yield$144 · $101 on $10k1.01%

−6.0%Worst dropSmaller wins−8.9%

10.5%VolatilityLower wins13.7%

5–1FNDX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDX · SPY

4.9%AAPL7.9%

3.3%MSFT6.2%

2.0%AMZN4.0%

2.0%BRK-B1.7%

Held in common64.1%

End-of-day Nov 9, 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	AFNDX	Schwab Fundamental U.S. Large Company ETFRead Desk		0.25%	1.44%	+2.0%	+21.7%	+26.2%	+22.7%	+13.5%	−6.0%	$28.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFNDX	Schwab Fundamental U.S. Large Company ETFRead Desk		0.25%	1.44%	+2.0%	+21.7%	+26.2%	+22.7%	+13.5%	−6.0%	$28.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FNDX vs SPY

FNDX

Schwab Fundamental U.S. Large Company

$18,844

SPY

SPDR S&P 500

$17,493

MeasureFNDXSPY

Fee0.25%0.09%

Cost on $10k a year$25$9

Yield1.44%1.01%

5 years, per year+13.5%+11.8%

3 years, per year+22.7%+21.9%

Worst drop · 1Y−6.0%−8.9%

Volatility · 1Y10.5%13.7%

5–1measures won
FNDX first

64.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FNDX, SPY

Today

64.1%most shared, FNDX and SPY

FNDXSPY

FNDX—64.1%

SPY64.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, FNDX

FNDX$144 − $25 = $119

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee