LCTU vs SPYM

ALCTU

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · LCTU $16,041

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 common69.3%LCTU and SPYM

LCTU

SPYM

iShares U.S. Carbon Transition Readiness Aware Active ETF · $1.1BState Street SPDR Portfolio S&P 500 ETF · $178B

+20.9%3 years · per year$17,673 · $18,082+21.8%

+9.9%5 years · per year$16,041 · $17,192+11.4%

0.30%Expense ratio$30 · $2 on $10k · lower wins0.02%

1.00%12-mo yield$100 · $105 on $10k1.05%

−9.4%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

0–6SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsLCTU · SPYM

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	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%	$177.9B
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	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%	$177.9B
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 SPYM

LCTU

iShares U.S. Carbon Transition Readiness Aware Active

$16,041

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureLCTUSPYM

Fee0.30%0.02%

Cost on $10k a year$30$2

Yield1.00%1.05%

5 years, per year+9.9%+11.4%

3 years, per year+20.9%+21.8%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y13.7%13.6%

6–0measures won
SPYM 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, SPYM

Today

69.3%most shared, LCTU and SPYM

LCTUSPYM

LCTU—69.3%

SPYM69.3%—

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

LCTU$100 − $30 = $70

KeptFee

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