KRE vs SPYM

AKRE

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · KRE $11,541

Lowest cost0.02%SPYM · $2 on $10k

Most income2.21%KRE · $221 on $10k

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

Held in common0.3%KRE and SPYM

KRE

SPYM

State Street SPDR S&P Regional Banking ETF · $3.9BState Street SPDR Portfolio S&P 500 ETF · $185B

+26.7%3 years · per year$20,329 · $19,092+24.1%

+2.9%5 years · per year$11,541 · $17,749+12.2%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

2.21%12-mo yield$221 · $103 on $10k1.03%

−15.0%Worst dropSmaller wins−8.9%

20.5%VolatilityLower wins12.7%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsKRE · SPYM

1.1%TFC0.1%

1.1%MTB0.0%

1.1%HBAN0.0%

1.0%CFG0.0%

Held in common0.3%

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AKRE	State Street SPDR S&P Regional Banking ETFRead Desk		0.35%	2.21%	−1.2%	+14.4%	+24.3%	+26.7%	+2.9%	−15.0%	$3.9B

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AKRE	State Street SPDR S&P Regional Banking ETFRead Desk		0.35%	2.21%	−1.2%	+14.4%	+24.3%	+26.7%	+2.9%	−15.0%	$3.9B

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

Cards for this view

KRE vs SPYM

KRE

SPDR S&P Regional Banking

$11,541

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureKRESPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield2.21%1.03%

5 years, per year+2.9%+12.2%

3 years, per year+26.7%+24.1%

Worst drop · 1Y−15.0%−8.9%

Volatility · 1Y20.5%12.7%

4–2measures won
SPYM first

0.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: KRE, SPYM

Today

0.3%most shared, KRE and SPYM

KRESPYM

KRE—0.3%

SPYM0.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$186most kept, KRE

KRE$221 − $35 = $186

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee