LIT vs SPY

ALIT

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · LIT $6,877

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 common1.7%LIT and SPY

LIT

SPY

Global X - Lithium & Battery Tech ETF · $1.1BState Street SPDR S&P 500 ETF · $805B

+9.0%3 years · per year$12,948 · $18,174+22.0%

−7.2%5 years · per year$6,877 · $17,099+11.3%

0.75%Expense ratio$75 · $9 on $10k · lower wins0.09%

0.84%12-mo yield$84 · $103 on $10k1.03%

−34.4%Worst dropSmaller wins−8.9%

30.4%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsLIT · SPY

4.6%TSLA1.6%

5.4%ALB0.0%

Held in common1.7%

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	ALIT	Global X - Lithium & Battery Tech ETFRead Desk		0.75%	0.84%	−2.7%	−6.8%	+2.3%	+9.0%	−7.2%	−34.4%	$1.1B

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	ALIT	Global X - Lithium & Battery Tech ETFRead Desk		0.75%	0.84%	−2.7%	−6.8%	+2.3%	+9.0%	−7.2%	−34.4%	$1.1B

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

LIT vs SPY

LIT

Global X - Lithium & Battery Tech

$6,877

SPY

SPDR S&P 500

$17,099

MeasureLITSPY

Fee0.75%0.09%

Cost on $10k a year$75$9

Yield0.84%1.03%

5 years, per year−7.2%+11.3%

3 years, per year+9.0%+22.0%

Worst drop · 1Y−34.4%−8.9%

Volatility · 1Y30.4%13.6%

6–0measures won
SPY first

1.7%

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: LIT, SPY

Today

1.7%most shared, LIT and SPY

LITSPY

LIT—1.7%

SPY1.7%—

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

LIT$84 − $75 = $9

KeptFee

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