LEGR vs SPY

ALEGR

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · LEGR $16,701

Lowest cost0.09%SPY · $9 on $10k

Most income1.84%LEGR · $184 on $10k

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

Held in common18.5%LEGR and SPY

LEGR

SPY

First Trust Indxx Innovative Transaction & Process ETF · $123MState Street SPDR S&P 500 ETF · $805B

+24.9%3 years · per year$19,503 · $18,174+22.0%

+10.8%5 years · per year$16,701 · $17,099+11.3%

0.65%Expense ratio$65 · $9 on $10k · lower wins0.09%

1.84%12-mo yield$184 · $103 on $10k1.03%

−10.4%Worst dropSmaller wins−8.9%

15.2%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsLEGR · SPY

1.2%TSLA1.6%

1.1%META2.1%

1.0%V1.1%

1.0%MSFT6.2%

Held in common18.5%

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%	$804.8B
2	ALEGR	First Trust Indxx Innovative Transaction & Process ETFRead Desk		0.65%	1.84%	−2.0%	+11.2%	+15.7%	+24.9%	+10.8%	−10.4%	$123M

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%	$804.8B
2	ALEGR	First Trust Indxx Innovative Transaction & Process ETFRead Desk		0.65%	1.84%	−2.0%	+11.2%	+15.7%	+24.9%	+10.8%	−10.4%	$123M

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

LEGR vs SPY

LEGR

First Trust Indxx Innovative Transaction & Process

$16,701

SPY

SPDR S&P 500

$17,099

MeasureLEGRSPY

Fee0.65%0.09%

Cost on $10k a year$65$9

Yield1.84%1.03%

5 years, per year+10.8%+11.3%

3 years, per year+24.9%+22.0%

Worst drop · 1Y−10.4%−8.9%

Volatility · 1Y15.2%13.6%

4–2measures won
SPY first

18.5%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: LEGR, SPY

Today

18.5%most shared, LEGR and SPY

LEGRSPY

LEGR—18.5%

SPY18.5%—

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

Income After Fees on $10,000

$119most kept, LEGR

LEGR$184 − $65 = $119

SPY$103 − $9 = $94

KeptFee

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