LSAF vs SPY

ALSAF

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,493LSAF · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−6.6%LSAF · worst fall in 1Y

Held in common4.0%LSAF and SPY

LSAF

SPY

LeaderSharesTM AlphaFactor US Core Equity ETF · $133MState Street SPDR S&P 500 ETF · $805B

+24.2%3 years · per year$19,139 · $18,174+22.0%

+11.8%5 years · per year$17,493 · $17,099+11.3%

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

0.54%12-mo yield$54 · $103 on $10k1.03%

−6.6%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsLSAF · SPY

0.9%C0.3%

1.0%DIS0.3%

1.0%COP0.2%

0.9%BKNG0.2%

Held in common4.0%

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	ALSAF	LeaderSharesTM AlphaFactor US Core Equity ETFRead Desk		0.75%	0.54%	−2.1%	+27.2%	+31.7%	+24.2%	+11.8%	−6.6%	$133M
2	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

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	ALSAF	LeaderSharesTM AlphaFactor US Core Equity ETFRead Desk		0.75%	0.54%	−2.1%	+27.2%	+31.7%	+24.2%	+11.8%	−6.6%	$133M
2	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

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

LSAF vs SPY

LSAF

LeaderSharesTM AlphaFactor US Core Equity

$17,493

SPY

SPDR S&P 500

$17,099

MeasureLSAFSPY

Fee0.75%0.09%

Cost on $10k a year$75$9

Yield0.54%1.03%

5 years, per year+11.8%+11.3%

3 years, per year+24.2%+22.0%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y14.5%13.6%

3–3measures won
level

4.0%

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: LSAF, SPY

Today

4.0%most shared, LSAF and SPY

LSAFSPY

LSAF—4.0%

SPY4.0%—

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

LSAF$54 − $75 = −$21

KeptFee

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