LEXI vs SPY

ALEXI

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · LEXI $15,566

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.1%LEXI · worst fall in 1Y

Held in common13.5%LEXI and SPY

LEXI

SPY

Alexis Practical Tactical ETF · $199MState Street SPDR S&P 500 ETF · $805B

+19.9%3 years · per year$17,242 · $18,174+22.0%

+9.3%5 years · per year$15,566 · $17,099+11.3%

1.02%Expense ratio$102 · $9 on $10k · lower wins0.09%

0.87%12-mo yield$87 · $103 on $10k1.03%

−8.1%Worst dropSmaller wins−8.9%

12.1%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsLEXI · SPY

1.2%MSFT6.2%

1.1%NVDA7.3%

1.0%AAPL7.7%

1.0%GOOGL2.6%

Held in common13.5%

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	ALEXI	Alexis Practical Tactical ETFRead Desk		1.02%	0.87%	−3.5%	+8.9%	+11.5%	+19.9%	+9.3%	−8.1%	$199M

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	ALEXI	Alexis Practical Tactical ETFRead Desk		1.02%	0.87%	−3.5%	+8.9%	+11.5%	+19.9%	+9.3%	−8.1%	$199M

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

LEXI vs SPY

LEXI

Alexis Practical Tactical

$15,566

SPY

SPDR S&P 500

$17,099

MeasureLEXISPY

Fee1.02%0.09%

Cost on $10k a year$102$9

Yield0.87%1.03%

5 years, per year+9.3%+11.3%

3 years, per year+19.9%+22.0%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y12.1%13.6%

4–2measures won
SPY first

13.5%

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: LEXI, SPY

Today

13.5%most shared, LEXI and SPY

LEXISPY

LEXI—13.5%

SPY13.5%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

LEXI$87 − $102 = −$15

KeptFee

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