FXED vs SPY

AFXED

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · FXED $10,846

Lowest cost0.09%SPY · $9 on $10k

Most income7.42%FXED · $742 on $10k

Smallest drop−6.2%FXED · worst fall in 1Y

Held in common0.3%FXED and SPY

FXED

SPY

Sound Enhanced Fixed Income ETF · $40MState Street SPDR S&P 500 ETF · $805B

+7.5%3 years · per year$12,409 · $19,132+24.1%

+1.6%5 years · per year$10,846 · $18,060+12.6%

0.49%Expense ratio$49 · $9 on $10k · lower wins0.09%

7.42%12-mo yield$742 · $99 on $10k0.99%

−6.2%Worst dropSmaller wins−8.9%

8.8%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFXED · SPY

1.1%AMT0.1%

1.2%O0.1%

1.8%VICI0.0%

Held in common0.3%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AFXED	Sound Enhanced Fixed Income ETFRead Desk		0.49%	7.42%	+1.6%	−1.8%	−0.8%	+7.5%	+1.6%	−6.2%	$40M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AFXED	Sound Enhanced Fixed Income ETFRead Desk		0.49%	7.42%	+1.6%	−1.8%	−0.8%	+7.5%	+1.6%	−6.2%	$40M

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

FXED vs SPY

FXED

Sound Enhanced Fixed Income

$10,846

SPY

SPDR S&P 500

$18,060

MeasureFXEDSPY

Fee0.49%0.09%

Cost on $10k a year$49$9

Yield7.42%0.99%

5 years, per year+1.6%+12.6%

3 years, per year+7.5%+24.1%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y8.8%12.9%

3–3measures won
level

0.3%

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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FXED, SPY

Today

0.3%most shared, FXED and SPY

FXEDSPY

FXED—0.3%

SPY0.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$693most kept, FXED

FXED$742 − $49 = $693

SPY$99 − $9 = $90

KeptFee

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