HDGE vs SPYM

AHDGE

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · HDGE $7,152

Lowest cost0.02%SPYM · $2 on $10k

Most income3.95%HDGE · $395 on $10k

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

Held in common[…]HDGE and SPYM

HDGE

SPYM

AdvisorShares Active Bear ETF · $42MState Street SPDR Portfolio S&P 500 ETF · $179B

−11.2%3 years · per year$7,005 · $18,161+22.0%

−6.5%5 years · per year$7,152 · $17,553+11.9%

3.41%Expense ratio$341 · $2 on $10k · lower wins0.02%

3.95%12-mo yield$395 · $103 on $10k1.03%

−24.3%Worst dropSmaller wins−8.9%

19.9%VolatilityLower wins13.7%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDGE · SPYM

-1.0%PODD0.0%

-1.2%CMCSA0.1%

-1.3%ARES0.0%

-1.4%HPQ0.0%

Held in common[…]

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	AHDGE	AdvisorShares Active Bear ETFRead Desk		3.41%	3.95%	−2.9%	−10.8%	−14.6%	−11.2%	−6.5%	−24.3%	$42M

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	AHDGE	AdvisorShares Active Bear ETFRead Desk		3.41%	3.95%	−2.9%	−10.8%	−14.6%	−11.2%	−6.5%	−24.3%	$42M

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

HDGE vs SPYM

HDGE

AdvisorShares Active Bear

$7,152

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureHDGESPYM

Fee3.41%0.02%

Cost on $10k a year$341$2

Yield3.95%1.03%

5 years, per year−6.5%+11.9%

3 years, per year−11.2%+22.0%

Worst drop · 1Y−24.3%−8.9%

Volatility · 1Y19.9%13.7%

5–1measures won
SPYM first

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%

$120BAssets$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: HDGE, SPYM

Today

[…]holdings […]

HDGESPYM

HDGE—[…]

SPYM[…]—

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

HDGE$395 − $341 = $54

KeptFee

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