GK vs SPY

AGK

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · GK $9,445

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 common34.4%GK and SPY

SPY

AdvisorShares Gerber Kawasaki ETF · $27MState Street SPDR S&P 500 ETF · $819B

+17.6%3 years · per year$16,265 · $18,039+21.7%

−1.1%5 years · per year$9,445 · $17,118+11.3%

1.27%Expense ratio$127 · $9 on $10k · lower wins0.09%

0.09%12-mo yield$9 · $103 on $10k1.03%

−16.4%Worst dropSmaller wins−8.9%

21.4%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsGK · SPY

7.2%AAPL7.9%

7.4%NVDA6.9%

6.1%MSFT6.3%

4.4%AMZN4.0%

Held in common34.4%

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	AGK	AdvisorShares Gerber Kawasaki ETFRead Desk		1.27%	0.09%	+1.1%	−0.4%	−1.7%	+17.6%	−1.1%	−16.4%	$27M

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	AGK	AdvisorShares Gerber Kawasaki ETFRead Desk		1.27%	0.09%	+1.1%	−0.4%	−1.7%	+17.6%	−1.1%	−16.4%	$27M

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

GK vs SPY

AdvisorShares Gerber Kawasaki

$9,445

SPY

SPDR S&P 500

$17,118

MeasureGKSPY

Fee1.27%0.09%

Cost on $10k a year$127$9

Yield0.09%1.03%

5 years, per year−1.1%+11.3%

3 years, per year+17.6%+21.7%

Worst drop · 1Y−16.4%−8.9%

Volatility · 1Y21.4%13.6%

6–0measures won
SPY first

34.4%

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: GK, SPY

Today

34.4%most shared, GK and SPY

GKSPY

GK—34.4%

SPY34.4%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

GK$9 − $127 = −$118

KeptFee

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