LCLG vs SPYM

ALCLG

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common25.4%LCLG and SPYM

LCLG

SPYM

Logan Capital Broad Innovative Growth ETF · $103MState Street SPDR Portfolio S&P 500 ETF · $182B

+25.1%3 years · per year$19,579 · $18,082+21.8%

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

0.90%Expense ratio$90 · $2 on $10k · lower wins0.02%

0.00%12-mo yield$0 · $105 on $10k1.05%

−14.5%Worst dropSmaller wins−8.9%

20.9%VolatilityLower wins13.6%

1–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsLCLG · SPYM

5.6%AAPL7.9%

4.4%AMZN4.0%

3.3%GOOGL2.6%

4.1%AVGO2.2%

Held in common25.4%

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%	$181.7B
2	ALCLG	Logan Capital Broad Innovative Growth ETFRead Desk		0.90%	0.00%	+0.9%	+4.4%	+3.0%	+25.1%	new	−14.5%	$103M

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%	$181.7B
2	ALCLG	Logan Capital Broad Innovative Growth ETFRead Desk		0.90%	0.00%	+0.9%	+4.4%	+3.0%	+25.1%	new	−14.5%	$103M

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

LCLG vs SPYM

LCLG

Logan Capital Broad Innovative Growth

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureLCLGSPYM

Fee0.90%0.02%

Cost on $10k a year$90$2

Yield0.00%1.05%

5 years, per year[…]+11.4%

3 years, per year+25.1%+21.8%

Worst drop · 1Y−14.5%−8.9%

Volatility · 1Y20.9%13.6%

4–1measures won
SPYM first

25.4%

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: LCLG, SPYM

Today

25.4%most shared, LCLG and SPYM

LCLGSPYM

LCLG—25.4%

SPYM25.4%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

LCLG$0 − $90 = −$90

KeptFee

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