GARP vs SPY

AGARP

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$19,456GARP · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common45.0%GARP and SPY

GARP

SPY

iShares MSCI USA Quality GARP ETF · $3.5BState Street SPDR S&P 500 ETF · $805B

+27.5%3 years · per year$20,734 · $18,174+22.0%

+14.2%5 years · per year$19,456 · $17,099+11.3%

0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%

0.28%12-mo yield$28 · $103 on $10k1.03%

−17.1%Worst dropSmaller wins−8.9%

22.0%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsGARP · SPY

6.2%MSFT6.2%

5.9%AAPL7.7%

4.9%NVDA7.3%

2.3%AMZN3.9%

Held in common45.0%

End-of-day Nov 5, 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	AGARP	iShares MSCI USA Quality GARP ETFRead Desk		0.15%	0.28%	−6.8%	+6.8%	+7.5%	+27.5%	+14.2%	−17.1%	$3.5B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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

Both

5Y2 funds

#			Trend
1	AGARP	iShares MSCI USA Quality GARP ETFRead Desk		0.15%	0.28%	−6.8%	+6.8%	+7.5%	+27.5%	+14.2%	−17.1%	$3.5B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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

Cards for this view

GARP vs SPY

GARP

iShares MSCI USA Quality GARP

$19,456

SPY

SPDR S&P 500

$17,099

MeasureGARPSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield0.28%1.03%

5 years, per year+14.2%+11.3%

3 years, per year+27.5%+22.0%

Worst drop · 1Y−17.1%−8.9%

Volatility · 1Y22.0%13.6%

4–2measures won
SPY first

45.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: GARP, SPY

Today

45.0%most shared, GARP and SPY

GARPSPY

GARP—45.0%

SPY45.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

GARP$28 − $15 = $13

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee