HGER vs SPYM

AHGER

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income5.25%HGER · $525 on $10k

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

Held in common[…]HGER and SPYM

HGER

SPYM

Harbor Commodity All-Weather Strategy ETF (HGER) · $4.7BState Street SPDR Portfolio S&P 500 ETF · $179B

+20.2%3 years · per year$17,364 · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.68%Expense ratio$68 · $2 on $10k · lower wins0.02%

5.25%12-mo yield$525 · $103 on $10k1.03%

−14.0%Worst dropSmaller wins−8.9%

18.7%VolatilityLower wins13.7%

1–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsHGER · SPYM

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

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	AHGER	Harbor Commodity All-Weather Strategy ETF (HGER)Read Desk		0.68%	5.25%	−0.9%	+35.1%	+35.9%	+20.2%	new	−14.0%	$4.7B

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	AHGER	Harbor Commodity All-Weather Strategy ETF (HGER)Read Desk		0.68%	5.25%	−0.9%	+35.1%	+35.9%	+20.2%	new	−14.0%	$4.7B

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

HGER vs SPYM

HGER

Harbor Commodity All-Weather Strategy ETF (HGER)

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureHGERSPYM

Fee0.68%0.02%

Cost on $10k a year$68$2

Yield5.25%1.03%

5 years, per year[…]+11.9%

3 years, per year+20.2%+22.0%

Worst drop · 1Y−14.0%−8.9%

Volatility · 1Y18.7%13.7%

4–1measures 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: HGER, SPYM

Today

[…]holdings […]

HGERSPYM

HGER—[…]

SPYM[…]—

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

Income After Fees on $10,000

$457most kept, HGER

HGER$525 − $68 = $457

SPYM$103 − $2 = $101

KeptFee

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