JUNZ vs SPY5YJUNZJUNZAvsBSPYSPYTrueShares Structured Outcome (June) ETF · $30MState Street SPDR S&P 500 ETF · $806BReturns · dividends in+15.2%3 years · per year$15,286 · $17,889+21.4%+8.1%5 years · per year$14,749 · $17,214+11.5%Cost and income0.79%Expense ratio$79 · $9 on $10k · lower wins0.09%2.13%12-mo yield$213 · $101 on $10k1.01%Risk · 1 yearEnd-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B2AJUNZTrueShares Structured Outcome (June) ETFReadDesk0.79%2.13%−0.5%+8.0%+7.7%+15.2%+8.1%−8.3%$30MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B2AJUNZTrueShares Structured Outcome (June) ETFReadDesk0.79%2.13%−0.5%+8.0%+7.7%+15.2%+8.1%−8.3%$30MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: JUNZ, SPYToday[…]holdings […]JUNZSPYJUNZ—[…]SPY[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
JUNZ vs SPY5YAJUNZTrueShares Structured Outcome (June)$14,749vsSPYBSPDR S&P 500$17,214$10k$15kNov 2021Nov 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: JUNZ, SPYToday[…]holdings […]JUNZSPYJUNZ—[…]SPY[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$134most kept, JUNZJUNZ$213 − $79 = $134SPY$101 − $9 = $92KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee