GKAT vs SPYM

AGKAT

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common16.8%GKAT and SPYM

GKAT

SPYM

Scharf Global Opportunity ETF · $169MState Street SPDR Portfolio S&P 500 ETF · $178B

[…]3 years · per year[…] · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.59%Expense ratio$59 · $2 on $10k · lower wins0.02%

0.73%12-mo yield$73 · $105 on $10k1.05%

−10.4%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.6%

1–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsGKAT · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
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 SPYM

GKAT

Scharf Global Opportunity

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureGKATSPYM

Fee0.59%0.02%

Cost on $10k a year$59$2

Yield0.73%1.05%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−10.4%−8.9%

Volatility · 1Y13.0%13.6%

3–1measures won
SPYM 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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: GKAT, SPYM

Today

16.8%most shared, GKAT and SPYM

GKATSPYM

GKAT—16.8%

SPYM16.8%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

GKAT$73 − $59 = $14

KeptFee

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