GENZ vs SPY

AGENZ

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · GENZ $8,193

Lowest cost0.09%SPY · $9 on $10k

Most income3.66%GENZ · $366 on $10k

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

Held in common1.5%GENZ and SPY

GENZ

SPY

VanEck Digital Native Economy ETF · $16MState Street SPDR S&P 500 ETF · $819B

+2.4%3 years · per year$10,748 · $18,039+21.7%

−3.9%5 years · per year$8,193 · $17,118+11.3%

0.51%Expense ratio$51 · $9 on $10k · lower wins0.09%

3.66%12-mo yield$366 · $103 on $10k1.03%

−18.4%Worst dropSmaller wins−8.9%

22.9%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsGENZ · SPY

7.0%SCHW0.2%

7.9%UBER0.2%

5.0%CME0.2%

4.6%ABNB0.1%

Held in common1.5%

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AGENZ	VanEck Digital Native Economy ETFRead Desk		0.51%	3.66%	+1.2%	−8.9%	−5.6%	+2.4%	−3.9%	−18.4%	$16M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AGENZ	VanEck Digital Native Economy ETFRead Desk		0.51%	3.66%	+1.2%	−8.9%	−5.6%	+2.4%	−3.9%	−18.4%	$16M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GENZ vs SPY

GENZ

VanEck Digital Native Economy

$8,193

SPY

SPDR S&P 500

$17,118

MeasureGENZSPY

Fee0.51%0.09%

Cost on $10k a year$51$9

Yield3.66%1.03%

5 years, per year−3.9%+11.3%

3 years, per year+2.4%+21.7%

Worst drop · 1Y−18.4%−8.9%

Volatility · 1Y22.9%13.6%

5–1measures won
SPY first

1.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: GENZ, SPY

Today

1.5%most shared, GENZ and SPY

GENZSPY

GENZ—1.5%

SPY1.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$315most kept, GENZ

GENZ$366 − $51 = $315

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee