GDMA vs SPY

AGDMA

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · GDMA $14,330

Lowest cost0.09%SPY · $9 on $10k

Most income2.66%GDMA · $266 on $10k

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

Held in common6.1%GDMA and SPY

GDMA

SPY

Gadsden Dynamic Multi-Asset ETF · $195MState Street SPDR S&P 500 ETF · $805B

+13.0%3 years · per year$14,448 · $19,132+24.1%

+7.5%5 years · per year$14,330 · $18,060+12.6%

0.75%Expense ratio$75 · $9 on $10k · lower wins0.09%

2.66%12-mo yield$266 · $99 on $10k0.99%

−9.4%Worst dropSmaller wins−8.9%

14.9%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsGDMA · SPY

1.5%MSFT5.9%

1.5%AMZN3.8%

1.0%GOOG2.0%

1.0%PG0.6%

Held in common6.1%

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	AGDMA	Gadsden Dynamic Multi-Asset ETFRead Desk		0.75%	2.66%	+1.4%	+4.9%	+6.5%	+13.0%	+7.5%	−9.4%	$195M

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	AGDMA	Gadsden Dynamic Multi-Asset ETFRead Desk		0.75%	2.66%	+1.4%	+4.9%	+6.5%	+13.0%	+7.5%	−9.4%	$195M

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

GDMA vs SPY

GDMA

Gadsden Dynamic Multi-Asset

$14,330

SPY

SPDR S&P 500

$18,060

MeasureGDMASPY

Fee0.75%0.09%

Cost on $10k a year$75$9

Yield2.66%0.99%

5 years, per year+7.5%+12.6%

3 years, per year+13.0%+24.1%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y14.9%12.9%

5–1measures won
SPY first

6.1%

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: GDMA, SPY

Today

6.1%most shared, GDMA and SPY

GDMASPY

GDMA—6.1%

SPY6.1%—

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

Income After Fees on $10,000

$191most kept, GDMA

GDMA$266 − $75 = $191

SPY$99 − $9 = $90

KeptFee

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