GSUS vs SPY

AGSUS

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · GSUS $17,817

Lowest cost0.09%GSUS · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common93.6%GSUS and SPY

GSUS

SPY

Goldman Sachs MarketBeta U.S. Equity ETF · $3.4BState Street SPDR S&P 500 ETF · $798B

+24.4%3 years · per year$19,267 · $19,132+24.1%

+12.2%5 years · per year$17,817 · $18,060+12.6%

0.09%Expense ratio$9 · $9 on $10k · lower wins0.09%

0.98%12-mo yield$98 · $99 on $10k0.99%

−9.2%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins12.9%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsGSUS · SPY

7.6%NVDA7.7%

7.5%AAPL7.4%

6.0%MSFT5.9%

3.8%AMZN3.8%

Held in common93.6%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	AGSUS	Goldman Sachs MarketBeta U.S. Equity ETFRead Desk		0.09%	0.98%	+1.6%	+13.0%	+12.8%	+24.4%	+12.2%	−9.2%	$3.4B

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	AGSUS	Goldman Sachs MarketBeta U.S. Equity ETFRead Desk		0.09%	0.98%	+1.6%	+13.0%	+12.8%	+24.4%	+12.2%	−9.2%	$3.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GSUS vs SPY

GSUS

Goldman Sachs MarketBeta U.S. Equity

$17,817

SPY

SPDR S&P 500

$18,060

MeasureGSUSSPY

Fee0.09%0.09%

Cost on $10k a year$9$9

Yield0.98%0.99%

5 years, per year+12.2%+12.6%

3 years, per year+24.4%+24.1%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y13.1%12.9%

3–1measures won
SPY first

93.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: GSUS, SPY

Today

93.6%most shared, GSUS and SPY

GSUSSPY

GSUS—93.6%

SPY93.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

GSUS$98 − $9 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee