HERD vs SPYM

AHERD

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · HERD $16,910

Lowest cost0.02%SPYM · $2 on $10k

Most income3.33%HERD · $333 on $10k

Smallest drop−6.7%HERD · worst fall in 1Y

Held in common0.0%HERD and SPYM

HERD

SPYM

Pacer Cash Cows Fund of Funds ETF · $104MState Street SPDR Portfolio S&P 500 ETF · $179B

+17.7%3 years · per year$16,307 · $18,161+22.0%

+11.1%5 years · per year$16,910 · $17,553+11.9%

0.15%Expense ratio$15 · $2 on $10k · lower wins0.02%

3.33%12-mo yield$333 · $103 on $10k1.03%

−6.7%Worst dropSmaller wins−8.9%

12.1%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsHERD · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AHERD	Pacer Cash Cows Fund of Funds ETFRead Desk		0.15%	3.33%	+1.8%	+20.1%	+26.3%	+17.7%	+11.1%	−6.7%	$104M

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	AHERD	Pacer Cash Cows Fund of Funds ETFRead Desk		0.15%	3.33%	+1.8%	+20.1%	+26.3%	+17.7%	+11.1%	−6.7%	$104M

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

HERD vs SPYM

HERD

Pacer Cash Cows Fund of Funds

$16,910

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureHERDSPYM

Fee0.15%0.02%

Cost on $10k a year$15$2

Yield3.33%1.03%

5 years, per year+11.1%+11.9%

3 years, per year+17.7%+22.0%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y12.1%13.7%

3–3measures won
level

0.0%

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%

$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: HERD, SPYM

Today

0.0%most shared, HERD and SPYM

HERDSPYM

HERD—0.0%

SPYM0.0%—

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

Income After Fees on $10,000

$318most kept, HERD

HERD$333 − $15 = $318

SPYM$103 − $2 = $101

KeptFee

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