FNDX vs SPYM

AFNDX

BSPYM

Measures won5–1FNDX wins · of 6 · 5Y

$10,000 · 5Y$18,772FNDX · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income1.45%FNDX · $145 on $10k

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

Held in common62.9%FNDX and SPYM

FNDX

SPYM

Schwab Fundamental U.S. Large Company ETF · $28.4BState Street SPDR Portfolio S&P 500 ETF · $185B

+24.4%3 years · per year$19,249 · $19,092+24.1%

+13.4%5 years · per year$18,772 · $17,749+12.2%

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

1.45%12-mo yield$145 · $103 on $10k1.03%

−6.0%Worst dropSmaller wins−8.9%

9.8%VolatilityLower wins12.7%

5–1FNDX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDX · SPYM

4.8%AAPL7.7%

3.1%MSFT5.9%

1.8%AMZN3.6%

1.9%BRK-B1.5%

Held in common62.9%

End-of-day Nov 3, 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%	1.45%	−0.4%	+21.1%	+24.5%	+24.4%	+13.4%	−6.0%	$28.4B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B

End-of-day Nov 3, 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%	1.45%	−0.4%	+21.1%	+24.5%	+24.4%	+13.4%	−6.0%	$28.4B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B

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

Cards for this view

FNDX vs SPYM

FNDX

Schwab Fundamental U.S. Large Company

$18,772

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureFNDXSPYM

Fee0.25%0.02%

Cost on $10k a year$25$2

Yield1.45%1.03%

5 years, per year+13.4%+12.2%

3 years, per year+24.4%+24.1%

Worst drop · 1Y−6.0%−8.9%

Volatility · 1Y9.8%12.7%

5–1measures won
FNDX first

62.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: FNDX, SPYM

Today

62.9%most shared, FNDX and SPYM

FNDXSPYM

FNDX—62.9%

SPYM62.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, FNDX

FNDX$145 − $25 = $120

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee