GEM vs SPY

AGEM

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · GEM $13,274

Lowest cost0.09%SPY · $9 on $10k

Most income2.15%GEM · $215 on $10k

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

Held in common0.0%GEM and SPY

GEM

SPY

Goldman Sachs ActiveBeta Emerging Markets Equity ETF · $1.6BState Street SPDR S&P 500 ETF · $819B

+19.2%3 years · per year$16,932 · $18,174+22.0%

+5.8%5 years · per year$13,274 · $17,099+11.3%

0.59%Expense ratio$59 · $9 on $10k · lower wins0.09%

2.15%12-mo yield$215 · $103 on $10k1.03%

−17.5%Worst dropSmaller wins−8.9%

25.4%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsGEM · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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%	$818.5B
2	AGEM	Goldman Sachs ActiveBeta Emerging Markets Equity ETFRead Desk		0.59%	2.15%	−5.3%	+7.2%	+9.5%	+19.2%	+5.8%	−17.5%	$1.6B

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	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%	$818.5B
2	AGEM	Goldman Sachs ActiveBeta Emerging Markets Equity ETFRead Desk		0.59%	2.15%	−5.3%	+7.2%	+9.5%	+19.2%	+5.8%	−17.5%	$1.6B

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

GEM vs SPY

GEM

Goldman Sachs ActiveBeta Emerging Markets Equity

$13,274

SPY

SPDR S&P 500

$17,099

MeasureGEMSPY

Fee0.59%0.09%

Cost on $10k a year$59$9

Yield2.15%1.03%

5 years, per year+5.8%+11.3%

3 years, per year+19.2%+22.0%

Worst drop · 1Y−17.5%−8.9%

Volatility · 1Y25.4%13.6%

5–1measures won
SPY first

0.0%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: GEM, SPY

Today

0.0%most shared, GEM and SPY

GEMSPY

GEM—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$156most kept, GEM

GEM$215 − $59 = $156

SPY$103 − $9 = $94

KeptFee

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