INCE vs SPYM

AINCE

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · INCE $16,456

Lowest cost0.02%SPYM · $2 on $10k

Most income5.03%INCE · $503 on $10k

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

Held in common14.8%INCE and SPYM

INCE

SPYM

Franklin Income Equity Focus ETF · $366MState Street SPDR Portfolio S&P 500 ETF · $182B

+18.7%3 years · per year$16,719 · $18,222+22.1%

+10.5%5 years · per year$16,456 · $17,164+11.4%

0.29%Expense ratio$29 · $2 on $10k · lower wins0.02%

5.03%12-mo yield$503 · $106 on $10k1.06%

−5.0%Worst dropSmaller wins−8.9%

8.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsINCE · SPYM

1.8%JPM1.4%

1.6%JNJ1.0%

1.0%XOM1.1%

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	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
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	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
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 SPYM

INCE

Franklin Income Equity Focus

$16,456

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureINCESPYM

Fee0.29%0.02%

Cost on $10k a year$29$2

Yield5.03%1.06%

5 years, per year+10.5%+11.4%

3 years, per year+18.7%+22.1%

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, SPYM

Today

14.8%most shared, INCE and SPYM

INCESPYM

INCE—14.8%

SPYM14.8%—

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

SPYM$106 − $2 = $104

KeptFee

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