LCTU vs SPY

ALCTU

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · LCTU $16,041

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 common69.3%LCTU and SPY

LCTU

SPY

iShares U.S. Carbon Transition Readiness Aware Active ETF · $1.1BState Street SPDR S&P 500 ETF · $778B

+20.9%3 years · per year$17,673 · $18,039+21.7%

+9.9%5 years · per year$16,041 · $17,118+11.3%

0.30%Expense ratio$30 · $9 on $10k · lower wins0.09%

1.00%12-mo yield$100 · $103 on $10k1.03%

−9.4%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsLCTU · SPY

7.7%AAPL7.9%

6.6%NVDA6.9%

5.4%MSFT6.3%

3.3%AMZN4.0%

Held in common69.3%

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	ALCTU	iShares U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.30%	1.00%	+0.3%	+7.1%	+7.8%	+20.9%	+9.9%	−9.4%	$1.1B

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	ALCTU	iShares U.S. Carbon Transition Readiness Aware Active ETFRead Desk		0.30%	1.00%	+0.3%	+7.1%	+7.8%	+20.9%	+9.9%	−9.4%	$1.1B

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

LCTU vs SPY

LCTU

iShares U.S. Carbon Transition Readiness Aware Active

$16,041

SPY

SPDR S&P 500

$17,118

MeasureLCTUSPY

Fee0.30%0.09%

Cost on $10k a year$30$9

Yield1.00%1.03%

5 years, per year+9.9%+11.3%

3 years, per year+20.9%+21.7%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y13.7%13.6%

5–0measures won
SPY first

69.3%

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: LCTU, SPY

Today

69.3%most shared, LCTU and SPY

LCTUSPY

LCTU—69.3%

SPY69.3%—

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

LCTU$100 − $30 = $70

KeptFee

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