LCTD vs SPY

ALCTD

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · LCTD $14,010

Lowest cost0.09%SPY · $9 on $10k

Most income3.37%LCTD · $337 on $10k

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

Held in common0.0%LCTD and SPY

LCTD

SPY

iShares World ex U.S. Carbon Transition Readiness Aware Active ETF · $316MState Street SPDR S&P 500 ETF · $819B

+18.4%3 years · per year$16,602 · $18,174+22.0%

+7.0%5 years · per year$14,010 · $17,099+11.3%

0.37%Expense ratio$37 · $9 on $10k · lower wins0.09%

3.37%12-mo yield$337 · $103 on $10k1.03%

−10.9%Worst dropSmaller wins−8.9%

15.6%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsLCTD · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	ALCTD	iShares World ex U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.37%	3.37%	−2.7%	+7.7%	+12.1%	+18.4%	+7.0%	−10.9%	$316M

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	ALCTD	iShares World ex U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.37%	3.37%	−2.7%	+7.7%	+12.1%	+18.4%	+7.0%	−10.9%	$316M

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

Cards for this view

LCTD vs SPY

LCTD

iShares World ex U.S. Carbon Transition Readiness Aware Active

$14,010

SPY

SPDR S&P 500

$17,099

MeasureLCTDSPY

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield3.37%1.03%

5 years, per year+7.0%+11.3%

3 years, per year+18.4%+22.0%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y15.6%13.6%

5–1measures won
SPY first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: LCTD, SPY

Today

0.0%most shared, LCTD and SPY

LCTDSPY

LCTD—0.0%

SPY0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$300most kept, LCTD

LCTD$337 − $37 = $300

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee