FORH vs SPYM

AFORH

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · FORH $10,705

Lowest cost0.02%SPYM · $2 on $10k

Most income1.89%FORH · $189 on $10k

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

Held in common0.2%FORH and SPYM

FORH

SPYM

Formidable ETF · $17MState Street SPDR Portfolio S&P 500 ETF · $185B

+4.1%3 years · per year$11,277 · $19,186+24.3%

+1.4%5 years · per year$10,705 · $18,126+12.6%

1.19%Expense ratio$119 · $2 on $10k · lower wins0.02%

1.89%12-mo yield$189 · $101 on $10k1.01%

−10.5%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins12.8%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFORH · SPYM

3.0%VEEV0.1%

1.0%GPN0.0%

1.6%FSLR0.0%

1.0%FICO0.0%

Held in common0.2%

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%	$185.3B
2	AFORH	Formidable ETFRead Desk		1.19%	1.89%	0.0%	−3.5%	−4.3%	+4.1%	+1.4%	−10.5%	$17M

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%	$185.3B
2	AFORH	Formidable ETFRead Desk		1.19%	1.89%	0.0%	−3.5%	−4.3%	+4.1%	+1.4%	−10.5%	$17M

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

FORH vs SPYM

FORH

Formidable

$10,705

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureFORHSPYM

Fee1.19%0.02%

Cost on $10k a year$119$2

Yield1.89%1.01%

5 years, per year+1.4%+12.6%

3 years, per year+4.1%+24.3%

Worst drop · 1Y−10.5%−8.9%

Volatility · 1Y14.3%12.8%

5–1measures won
SPYM first

0.2%

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%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: FORH, SPYM

Today

0.2%most shared, FORH and SPYM

FORHSPYM

FORH—0.2%

SPYM0.2%—

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

FORH$189 − $119 = $70

KeptFee

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