FWD vs SPYM5YFWDFWDAvsBSPYMSPYMAlliance Bernstein - AB Disruptors ETF · $3.1BState Street SPDR Portfolio S&P 500 ETF · $183BReturns · dividends in+31.2%3 years · per year$22,581 · $18,134+21.9%[…]5 years · per year[…] · $17,537+11.9%Cost and income0.65%Expense ratio$65 · $2 on $10k · lower wins0.02%0.10%12-mo yield$10 · $102 on $10k
Overlap: FWD, SPYM, SPYToday99.9%most shared, SPYM and SPYFWDSPYMSPYFWD—29.3%29.3%SPYM29.3%—99.9%SPY29.3%99.9%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
FWD vs SPYM5YAFWDAlliance Bernstein - AB Disruptors[…]vsSPYMBSPDR Portfolio S&P 500$17,537MeasureFWDSPYMFee0.65%0.02%Cost on $10k a year$65$2Yield0.10%1.02%5 years, per year[…]+11.9%3 years, per year+31.2%+21.9%Worst drop · 1Y−27.3%−8.9%Volatility · 1Y31.3%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%+1.3%+12.4%+12.8%+21.9%+11.9%−8.9%$183.5B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$793.2B3AFWDAlliance Bernstein - AB Disruptors ETFReadDesk0.65%0.10%+2.7%+12.9%+9.4%+31.2%new−27.3%$3.1BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%+1.3%+12.4%+12.8%+21.9%+11.9%−8.9%$183.5B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%+1.3%+12.3%+12.7%+21.8%+11.8%−8.9%$793.2B3AFWDAlliance Bernstein - AB Disruptors ETFReadDesk0.65%0.10%+2.7%+12.9%+9.4%+31.2%new−27.3%$3.1BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: FWD, SPYM, SPYToday99.9%most shared, SPYM and SPYFWDSPYMSPYFWD—29.3%29.3%SPYM29.3%—99.9%SPY29.3%99.9%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$100most kept, SPYMSPYM$102 − $2 = $100SPY$100 − $9 = $91FWD$10 − $65 = −$55KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee