SSUS vs SPY

ASSUS

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common11.2%SSUS and SPY

SSUS

SPY

Strategy Shares Day Hagan Smart Sector ETF · $577MState Street SPDR S&P 500 ETF · $819B

+18.2%3 years · per year$16,517 · $18,039+21.7%

+9.1%5 years · per year$15,489 · $17,118+11.3%

0.77%Expense ratio$77 · $9 on $10k · lower wins0.09%

0.46%12-mo yield$46 · $103 on $10k1.03%

−9.0%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSSUS · SPY

2.8%MSFT6.3%

2.4%AAPL7.9%

2.1%GOOGL2.6%

2.0%NVDA6.9%

Held in common11.2%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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%	$818.5B
3	ASSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.46%	+0.4%	+10.8%	+11.3%	+18.2%	+9.1%	−9.0%	$577M

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
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%	$818.5B
3	ASSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.46%	+0.4%	+10.8%	+11.3%	+18.2%	+9.1%	−9.0%	$577M

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

SSUS vs SPY

SSUS

Strategy Shares Day Hagan Smart Sector

$15,489

SPY

SPDR S&P 500

$17,118

MeasureSSUSSPY

Fee0.77%0.09%

Cost on $10k a year$77$9

Yield0.46%1.03%

5 years, per year+9.1%+11.3%

3 years, per year+18.2%+21.7%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y14.5%13.6%

6–0measures won
SPY first

11.2%

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: IVV, SSUS, SPY

Today

99.9%most shared, IVV and SPY

IVVSSUSSPY

IVV—11.2%99.9%

SSUS11.2%—11.2%

SPY99.9%11.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

SSUS$46 − $77 = −$31

KeptFee

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