GUNR vs SPY

AGUNR

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · GUNR $15,929

Lowest cost0.09%SPY · $9 on $10k

Most income2.36%GUNR · $236 on $10k

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

Held in common3.0%GUNR and SPY

GUNR

SPY

Northern Trust Morningstar Global Upstream Natural Resources ETF · $6.9BState Street SPDR S&P 500 ETF · $778B

+13.9%3 years · per year$14,777 · $18,039+21.7%

+9.8%5 years · per year$15,929 · $17,118+11.3%

0.47%Expense ratio$47 · $9 on $10k · lower wins0.09%

2.36%12-mo yield$236 · $103 on $10k1.03%

−11.7%Worst dropSmaller wins−8.9%

16.6%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsGUNR · SPY

5.7%XOM1.1%

4.0%CVX0.7%

1.6%COP0.3%

2.1%NEM0.2%

Held in common3.0%

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%	$777.7B
2	AGUNR	Northern Trust Morningstar Global Upstream Natural Resources ETFRead Desk		0.47%	2.36%	−0.2%	+16.0%	+24.1%	+13.9%	+9.8%	−11.7%	$6.9B

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%	$777.7B
2	AGUNR	Northern Trust Morningstar Global Upstream Natural Resources ETFRead Desk		0.47%	2.36%	−0.2%	+16.0%	+24.1%	+13.9%	+9.8%	−11.7%	$6.9B

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

GUNR vs SPY

GUNR

Northern Trust Morningstar Global Upstream Natural Resources

$15,929

SPY

SPDR S&P 500

$17,118

MeasureGUNRSPY

Fee0.47%0.09%

Cost on $10k a year$47$9

Yield2.36%1.03%

5 years, per year+9.8%+11.3%

3 years, per year+13.9%+21.7%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y16.6%13.6%

5–1measures won
SPY first

3.0%

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: GUNR, SPY

Today

3.0%most shared, GUNR and SPY

GUNRSPY

GUNR—3.0%

SPY3.0%—

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

Income After Fees on $10,000

$189most kept, GUNR

GUNR$236 − $47 = $189

SPY$103 − $9 = $94

KeptFee

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