INCE vs SPY

AINCE

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · INCE $16,456

Lowest cost0.09%SPY · $9 on $10k

Most income5.03%INCE · $503 on $10k

Smallest drop−5.0%INCE · worst fall in 1Y

Held in common14.8%INCE and SPY

INCE

SPY

Franklin Income Equity Focus ETF · $366MState Street SPDR S&P 500 ETF · $819B

+18.7%3 years · per year$16,719 · $18,174+22.0%

+10.5%5 years · per year$16,456 · $17,099+11.3%

0.29%Expense ratio$29 · $9 on $10k · lower wins0.09%

5.03%12-mo yield$503 · $103 on $10k1.03%

−5.0%Worst dropSmaller wins−8.9%

8.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsINCE · SPY

1.8%JPM1.4%

1.6%JNJ1.0%

1.0%XOM1.0%

3.5%CVX0.6%

Held in common14.8%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AINCE	Franklin Income Equity Focus ETFRead Desk		0.29%	5.03%	−1.8%	+16.5%	+23.0%	+18.7%	+10.5%	−5.0%	$366M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AINCE	Franklin Income Equity Focus ETFRead Desk		0.29%	5.03%	−1.8%	+16.5%	+23.0%	+18.7%	+10.5%	−5.0%	$366M

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

INCE vs SPY

INCE

Franklin Income Equity Focus

$16,456

SPY

SPDR S&P 500

$17,099

MeasureINCESPY

Fee0.29%0.09%

Cost on $10k a year$29$9

Yield5.03%1.03%

5 years, per year+10.5%+11.3%

3 years, per year+18.7%+22.0%

Worst drop · 1Y−5.0%−8.9%

Volatility · 1Y8.3%13.6%

3–3measures won
level

14.8%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: INCE, SPY

Today

14.8%most shared, INCE and SPY

INCESPY

INCE—14.8%

SPY14.8%—

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

Income After Fees on $10,000

$474most kept, INCE

INCE$503 − $29 = $474

SPY$103 − $9 = $94

KeptFee

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