KOOL vs SPY

AKOOL

BSPY

Measures won0–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

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 common27.5%KOOL and SPY

KOOL

SPY

North Shore Equity Rotation ETF · $55MState Street SPDR S&P 500 ETF · $778B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

1.32%Expense ratio$132 · $9 on $10k · lower wins0.09%

0.45%12-mo yield$45 · $103 on $10k1.03%

−9.4%Worst dropSmaller wins−8.9%

15.4%VolatilityLower wins13.6%

0–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsKOOL · SPY

5.2%NVDA6.9%

4.8%AAPL7.9%

4.8%AMZN4.0%

3.7%MSFT6.3%

Held in common27.5%

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	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
2	AKOOL	North Shore Equity Rotation ETFRead Desk		1.32%	0.45%	+0.7%	+8.1%	+7.9%	new	new	−9.4%	$55M

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	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
2	AKOOL	North Shore Equity Rotation ETFRead Desk		1.32%	0.45%	+0.7%	+8.1%	+7.9%	new	new	−9.4%	$55M

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

KOOL vs SPY

KOOL

North Shore Equity Rotation

[…]

SPY

SPDR S&P 500

$17,118

MeasureKOOLSPY

Fee1.32%0.09%

Cost on $10k a year$132$9

Yield0.45%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.4%13.6%

4–0measures won
SPY first

27.5%

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: KOOL, SPY

Today

27.5%most shared, KOOL and SPY

KOOLSPY

KOOL—27.5%

SPY27.5%—

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

KOOL$45 − $132 = −$87

KeptFee

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