MFUS vs SPYM

AMFUS

BSPYM

Measures won4–2MFUS wins · of 6 · 5Y

$10,000 · 5Y$17,286MFUS · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income1.46%MFUS · $146 on $10k

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

Held in common45.3%MFUS and SPYM

MFUS

SPYM

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $303MState Street SPDR Portfolio S&P 500 ETF · $182B

+21.9%3 years · per year$18,115 · $18,222+22.1%

+11.6%5 years · per year$17,286 · $17,164+11.4%

0.29%Expense ratio$29 · $2 on $10k · lower wins0.02%

1.46%12-mo yield$146 · $106 on $10k1.06%

−6.4%Worst dropSmaller wins−8.9%

12.0%VolatilityLower wins13.6%

4–2MFUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFUS · SPYM

2.3%AAPL7.7%

1.7%LLY1.7%

1.2%BRK-B1.6%

1.7%XOM1.1%

Held in common45.3%

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	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk		0.29%	1.46%	−3.6%	+14.2%	+17.6%	+21.9%	+11.6%	−6.4%	$303M
2	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

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	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk		0.29%	1.46%	−3.6%	+14.2%	+17.6%	+21.9%	+11.6%	−6.4%	$303M
2	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

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

MFUS vs SPYM

MFUS

PIMCO RAFI Dynamic Multi-Factor U.S. Equity

$17,286

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureMFUSSPYM

Fee0.29%0.02%

Cost on $10k a year$29$2

Yield1.46%1.06%

5 years, per year+11.6%+11.4%

3 years, per year+21.9%+22.1%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y12.0%13.6%

4–2measures won
MFUS first

45.3%

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: MFUS, SPYM

Today

45.3%most shared, MFUS and SPYM

MFUSSPYM

MFUS—45.3%

SPYM45.3%—

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

Income After Fees on $10,000

$117most kept, MFUS

MFUS$146 − $29 = $117

SPYM$106 − $2 = $104

KeptFee

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