LRGE vs SPY

ALRGE

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · LRGE $13,876

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 common29.2%LRGE and SPY

LRGE

SPY

ClearBridge Large Cap Growth Select ETF · $365MState Street SPDR S&P 500 ETF · $805B

+16.1%3 years · per year$15,644 · $18,174+22.0%

+6.8%5 years · per year$13,876 · $17,099+11.3%

0.48%Expense ratio$48 · $9 on $10k · lower wins0.09%

0.13%12-mo yield$13 · $103 on $10k1.03%

−14.4%Worst dropSmaller wins−8.9%

19.4%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsLRGE · SPY

16.1%NVDA7.3%

5.8%AAPL7.7%

5.0%AMZN3.9%

5.7%GOOGL2.6%

Held in common29.2%

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	ALRGE	ClearBridge Large Cap Growth Select ETFRead Desk		0.48%	0.13%	−6.2%	−2.4%	−4.8%	+16.1%	+6.8%	−14.4%	$365M

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	ALRGE	ClearBridge Large Cap Growth Select ETFRead Desk		0.48%	0.13%	−6.2%	−2.4%	−4.8%	+16.1%	+6.8%	−14.4%	$365M

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

LRGE vs SPY

LRGE

ClearBridge Large Cap Growth Select

$13,876

SPY

SPDR S&P 500

$17,099

MeasureLRGESPY

Fee0.48%0.09%

Cost on $10k a year$48$9

Yield0.13%1.03%

5 years, per year+6.8%+11.3%

3 years, per year+16.1%+22.0%

Worst drop · 1Y−14.4%−8.9%

Volatility · 1Y19.4%13.6%

6–0measures won
SPY first

29.2%

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: LRGE, SPY

Today

29.2%most shared, LRGE and SPY

LRGESPY

LRGE—29.2%

SPY29.2%—

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

LRGE$13 − $48 = −$35

KeptFee

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