GKAT vs SPY

AGKAT

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

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 common16.8%GKAT and SPY

GKAT

SPY

Scharf Global Opportunity ETF · $169MState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

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

0.73%12-mo yield$73 · $103 on $10k1.03%

−10.4%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.6%

1–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsGKAT · SPY

6.0%MSFT6.3%

6.1%AMZN4.0%

4.5%META2.1%

2.3%BRK-B1.7%

Held in common16.8%

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	AGKAT	Scharf Global Opportunity ETFRead Desk		0.59%	0.73%	−0.6%	+10.3%	+15.7%	new	new	−10.4%	$169M

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	AGKAT	Scharf Global Opportunity ETFRead Desk		0.59%	0.73%	−0.6%	+10.3%	+15.7%	new	new	−10.4%	$169M

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

GKAT vs SPY

GKAT

Scharf Global Opportunity

[…]

SPY

SPDR S&P 500

$17,118

MeasureGKATSPY

Fee0.59%0.09%

Cost on $10k a year$59$9

Yield0.73%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−10.4%−8.9%

Volatility · 1Y13.0%13.6%

3–1measures won
SPY first

16.8%

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: GKAT, SPY

Today

16.8%most shared, GKAT and SPY

GKATSPY

GKAT—16.8%

SPY16.8%—

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

GKAT$73 − $59 = $14

KeptFee

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