FORH vs SPYM

AFORH

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SPY $17,118

Lowest cost0.02%SPYM · $2 on $10k

Most income1.98%FORH · $198 on $10k

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

Held in common0.2%FORH and SPYM

FORH

SPYM

Formidable ETF · $16MState Street SPDR Portfolio S&P 500 ETF · $182B

+1.9%3 years · per year$10,578 · $18,082+21.8%

+0.1%5 years · per year$10,064 · $17,192+11.4%

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

1.98%12-mo yield$198 · $105 on $10k1.05%

−15.3%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFORH · SPYM

3.3%VEEV0.1%

1.0%GPN0.0%

1.8%FSLR0.0%

1.0%FICO0.0%

Held in common0.2%

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%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AFORH	Formidable ETFRead Desk	1.19%	1.98%	+1.3%	−8.0%	−8.7%	+1.9%	+0.1%	−15.3%	$16M

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%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AFORH	Formidable ETFRead Desk	1.19%	1.98%	+1.3%	−8.0%	−8.7%	+1.9%	+0.1%	−15.3%	$16M

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

FORH vs SPYM

FORH

Formidable

$10,064

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureFORHSPYM

Fee1.19%0.02%

Cost on $10k a year$119$2

Yield1.98%1.05%

5 years, per year+0.1%+11.4%

3 years, per year+1.9%+21.8%

Worst drop · 1Y−15.3%−8.9%

Volatility · 1Y14.7%13.6%

5–1measures won
SPYM first

0.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FORH, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

FORHSPYMSPY

FORH—0.2%0.2%

SPYM0.2%—99.9%

SPY0.2%99.9%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

FORH$198 − $119 = $79

KeptFee

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