ITAN vs SPY

AITAN

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,831ITAN · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common13.5%ITAN and SPY

ITAN

SPY

Sparkline Intangible Value ETF · $124MState Street SPDR S&P 500 ETF · $778B

+26.2%3 years · per year$20,091 · $18,039+21.7%

+12.3%5 years · per year$17,831 · $17,118+11.3%

0.50%Expense ratio$50 · $9 on $10k · lower wins0.09%

0.99%12-mo yield$99 · $103 on $10k1.03%

−9.0%Worst dropSmaller wins−8.9%

15.0%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsITAN · SPY

5.2%AMZN4.0%

1.7%CSCO0.6%

1.8%MRK0.6%

1.9%INTC0.4%

Held in common13.5%

End-of-day Nov 6, 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	AITAN	Sparkline Intangible Value ETFRead Desk		0.50%	0.99%	−0.6%	+20.4%	+25.0%	+26.2%	+12.3%	−9.0%	$124M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AITAN	Sparkline Intangible Value ETFRead Desk		0.50%	0.99%	−0.6%	+20.4%	+25.0%	+26.2%	+12.3%	−9.0%	$124M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ITAN vs SPY

ITAN

Sparkline Intangible Value

$17,831

SPY

SPDR S&P 500

$17,118

MeasureITANSPY

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield0.99%1.03%

5 years, per year+12.3%+11.3%

3 years, per year+26.2%+21.7%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y15.0%13.6%

3–2measures won
SPY first

13.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ITAN, SPY

Today

13.5%most shared, ITAN and SPY

ITANSPY

ITAN—13.5%

SPY13.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ITAN$99 − $50 = $49

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee