MATR vs SPYM

AMATR

BSPYM

Measures won3–2MATR wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income2.89%MATR · $289 on $10k

Smallest drop−6.2%MATR · worst fall in 1Y

Held in common0.0%MATR and SPYM

MATR

SPYM

Harbor Multi-Asset Explorer ETF · $10MState Street SPDR Portfolio S&P 500 ETF · $185B

+15.5%3 years · per year$15,410 · $19,092+24.1%

[…]5 years · per year[…] · $17,749+12.2%

0.80%Expense ratio$80 · $2 on $10k · lower wins0.02%

2.89%12-mo yield$289 · $103 on $10k1.03%

−6.2%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins12.7%

3–2MATR wins

$10,000 · 5 yearsOne scale

Shared top holdingsMATR · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AMATR	Harbor Multi-Asset Explorer ETFRead Desk		0.80%	2.89%	+0.2%	+2.6%	+3.8%	+15.5%	new	−6.2%	$10M

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AMATR	Harbor Multi-Asset Explorer ETFRead Desk		0.80%	2.89%	+0.2%	+2.6%	+3.8%	+15.5%	new	−6.2%	$10M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MATR vs SPYM

MATR

Harbor Multi-Asset Explorer

[…]

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureMATRSPYM

Fee0.80%0.02%

Cost on $10k a year$80$2

Yield2.89%1.03%

5 years, per year[…]+12.2%

3 years, per year+15.5%+24.1%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y11.1%12.7%

3–2measures won
MATR first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: MATR, SPYM

Today

0.0%most shared, MATR and SPYM

MATRSPYM

MATR—0.0%

SPYM0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$209most kept, MATR

MATR$289 − $80 = $209

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee