HAP vs SPYM

AHAP

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,272HAP · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income1.88%HAP · $188 on $10k

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

Held in common4.7%HAP and SPYM

HAP

SPYM

VanEck Natural Resources ETF · $325MState Street SPDR Portfolio S&P 500 ETF · $182B

+18.8%3 years · per year$16,785 · $18,222+22.1%

+11.5%5 years · per year$17,272 · $17,164+11.4%

0.41%Expense ratio$41 · $2 on $10k · lower wins0.02%

1.88%12-mo yield$188 · $106 on $10k1.06%

−9.1%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsHAP · SPYM

5.5%XOM1.1%

5.4%CVX0.6%

3.8%NEE0.3%

5.3%DE0.3%

Held in common4.7%

End-of-day Nov 5, 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	AHAP	VanEck Natural Resources ETFRead Desk		0.41%	1.88%	−1.7%	+20.7%	+32.1%	+18.8%	+11.5%	−9.1%	$325M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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

Both

5Y2 funds

#			Trend
1	AHAP	VanEck Natural Resources ETFRead Desk		0.41%	1.88%	−1.7%	+20.7%	+32.1%	+18.8%	+11.5%	−9.1%	$325M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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

Cards for this view

HAP vs SPYM

HAP

VanEck Natural Resources

$17,272

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureHAPSPYM

Fee0.41%0.02%

Cost on $10k a year$41$2

Yield1.88%1.06%

5 years, per year+11.5%+11.4%

3 years, per year+18.8%+22.1%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y16.3%13.6%

4–2measures won
SPYM first

4.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: HAP, SPYM

Today

4.7%most shared, HAP and SPYM

HAPSPYM

HAP—4.7%

SPYM4.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$147most kept, HAP

HAP$188 − $41 = $147

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee