KEAT vs SPYM

AKEAT

BSPYM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income2.82%KEAT · $282 on $10k

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

Held in common1.1%KEAT and SPYM

KEAT

SPYM

Keating Active ETF · $119MState Street SPDR Portfolio S&P 500 ETF · $178B

[…]3 years · per year[…] · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.85%Expense ratio$85 · $2 on $10k · lower wins0.02%

2.82%12-mo yield$282 · $105 on $10k1.05%

−10.6%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins13.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsKEAT · SPYM

1.2%PM0.5%

3.5%VZ0.3%

3.0%LMT0.2%

0.6%UPS0.1%

Held in common1.1%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	AKEAT	Keating Active ETFRead Desk		0.85%	2.82%	−0.3%	+9.1%	+15.5%	new	new	−10.6%	$119M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	AKEAT	Keating Active ETFRead Desk		0.85%	2.82%	−0.3%	+9.1%	+15.5%	new	new	−10.6%	$119M

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

KEAT vs SPYM

KEAT

Keating Active

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureKEATSPYM

Fee0.85%0.02%

Cost on $10k a year$85$2

Yield2.82%1.05%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y11.1%13.6%

2–2measures won
level

1.1%

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: KEAT, SPYM

Today

1.1%most shared, KEAT and SPYM

KEATSPYM

KEAT—1.1%

SPYM1.1%—

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

Income After Fees on $10,000

$197most kept, KEAT

KEAT$282 − $85 = $197

SPYM$105 − $2 = $103

KeptFee

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