LRGE vs SPYM

ALRGE

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · LRGE $13,876

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common29.2%LRGE and SPYM

LRGE

SPYM

ClearBridge Large Cap Growth Select ETF · $343MState Street SPDR Portfolio S&P 500 ETF · $182B

+16.1%3 years · per year$15,644 · $18,222+22.1%

+6.8%5 years · per year$13,876 · $17,164+11.4%

0.48%Expense ratio$48 · $2 on $10k · lower wins0.02%

0.13%12-mo yield$13 · $106 on $10k1.06%

−14.4%Worst dropSmaller wins−8.9%

19.4%VolatilityLower wins13.6%

0–6SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsLRGE · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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%	$343M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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%	$343M

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 SPYM

LRGE

ClearBridge Large Cap Growth Select

$13,876

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureLRGESPYM

Fee0.48%0.02%

Cost on $10k a year$48$2

Yield0.13%1.06%

5 years, per year+6.8%+11.4%

3 years, per year+16.1%+22.1%

Worst drop · 1Y−14.4%−8.9%

Volatility · 1Y19.4%13.6%

6–0measures won
SPYM 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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: LRGE, SPYM

Today

29.2%most shared, LRGE and SPYM

LRGESPYM

LRGE—29.2%

SPYM29.2%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

LRGE$13 − $48 = −$35

KeptFee

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