MFUS vs SPY

AMFUS

BSPY

Measures won3–2MFUS wins · of 6 · 5Y

$10,000 · 5Y$18,084MFUS · SPY $18,060

Lowest cost0.09%SPY · $9 on $10k

Most income1.40%MFUS · $140 on $10k

Smallest drop−6.4%MFUS · worst fall in 1Y

Held in common45.4%MFUS and SPY

MFUS

SPY

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $303MState Street SPDR S&P 500 ETF · $805B

+23.6%3 years · per year$18,899 · $19,132+24.1%

+12.6%5 years · per year$18,084 · $18,060+12.6%

0.29%Expense ratio$29 · $9 on $10k · lower wins0.09%

1.40%12-mo yield$140 · $99 on $10k0.99%

−6.4%Worst dropSmaller wins−8.9%

11.4%VolatilityLower wins12.9%

3–2MFUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFUS · SPY

2.2%AAPL7.4%

1.7%LLY1.7%

1.2%BRK-B1.6%

1.8%XOM1.1%

Held in common45.4%

End-of-day Nov 4, 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	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk		0.29%	1.40%	+0.9%	+18.4%	+21.0%	+23.6%	+12.6%	−6.4%	$303M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk		0.29%	1.40%	+0.9%	+18.4%	+21.0%	+23.6%	+12.6%	−6.4%	$303M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MFUS vs SPY

MFUS

PIMCO RAFI Dynamic Multi-Factor U.S. Equity

$18,084

SPY

SPDR S&P 500

$18,060

MeasureMFUSSPY

Fee0.29%0.09%

Cost on $10k a year$29$9

Yield1.40%0.99%

5 years, per year+12.6%+12.6%

3 years, per year+23.6%+24.1%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y11.4%12.9%

3–2measures won
MFUS first

45.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: MFUS, SPY

Today

45.4%most shared, MFUS and SPY

MFUSSPY

MFUS—45.4%

SPY45.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, MFUS

MFUS$140 − $29 = $111

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee