MGC vs SPY

AMGC

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,540MGC · SPY $17,099

Lowest cost0.05%MGC · $5 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common81.9%MGC and SPY

MGC

SPY

Vanguard Morningstar Mega Cap ETF · $10.3BState Street SPDR S&P 500 ETF · $805B

+22.9%3 years · per year$18,584 · $18,174+22.0%

+11.9%5 years · per year$17,540 · $17,099+11.3%

0.05%Expense ratio$5 · $9 on $10k · lower wins0.09%

0.96%12-mo yield$96 · $103 on $10k1.03%

−9.8%Worst dropSmaller wins−8.9%

14.4%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMGC · SPY

8.9%AAPL7.7%

9.6%NVDA7.3%

7.0%MSFT6.2%

4.5%AMZN3.9%

Held in common81.9%

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	AMGC	Vanguard Morningstar Mega Cap ETFRead Desk		0.05%	0.96%	−4.6%	+7.6%	+8.7%	+22.9%	+11.9%	−9.8%	$10.3B
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	AMGC	Vanguard Morningstar Mega Cap ETFRead Desk		0.05%	0.96%	−4.6%	+7.6%	+8.7%	+22.9%	+11.9%	−9.8%	$10.3B
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

MGC vs SPY

MGC

Vanguard Morningstar Mega Cap

$17,540

SPY

SPDR S&P 500

$17,099

MeasureMGCSPY

Fee0.05%0.09%

Cost on $10k a year$5$9

Yield0.96%1.03%

5 years, per year+11.9%+11.3%

3 years, per year+22.9%+22.0%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y14.4%13.6%

3–2measures won
MGC first

81.9%

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: MGC, SPY

Today

81.9%most shared, MGC and SPY

MGCSPY

MGC—81.9%

SPY81.9%—

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

MGC$96 − $5 = $91

KeptFee

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