GRW vs SPYM

AGRW

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common22.0%GRW and SPYM

GRW

SPYM

TCW Durable Growth ETF · $57MState Street SPDR Portfolio S&P 500 ETF · $179B

[…]3 years · per year[…] · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.75%Expense ratio$75 · $2 on $10k · lower wins0.02%

0.00%12-mo yield$0 · $103 on $10k1.03%

−15.8%Worst dropSmaller wins−8.9%

15.9%VolatilityLower wins13.7%

0–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsGRW · SPYM

6.1%MSFT6.2%

4.2%NVDA7.1%

3.8%GOOGL2.6%

2.7%AVGO2.2%

Held in common22.0%

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AGRW	TCW Durable Growth ETFRead Desk		0.75%	0.00%	+2.2%	+0.5%	+0.9%	new	new	−15.8%	$57M

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AGRW	TCW Durable Growth ETFRead Desk		0.75%	0.00%	+2.2%	+0.5%	+0.9%	new	new	−15.8%	$57M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GRW vs SPYM

GRW

TCW Durable Growth

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureGRWSPYM

Fee0.75%0.02%

Cost on $10k a year$75$2

Yield0.00%1.03%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−15.8%−8.9%

Volatility · 1Y15.9%13.7%

4–0measures won
SPYM first

22.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: GRW, SPYM

Today

22.0%most shared, GRW and SPYM

GRWSPYM

GRW—22.0%

SPYM22.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

GRW$0 − $75 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee