MOTG vs SPYM

AMOTG

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · MOTG $14,155

Lowest cost0.02%SPYM · $2 on $10k

Most income16.98%MOTG · $1,698 on $10k

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

Held in common8.7%MOTG and SPYM

MOTG

SPYM

VanEck Morningstar Global Wide Moat ETF · $18MState Street SPDR Portfolio S&P 500 ETF · $185B

+19.3%3 years · per year$16,991 · $19,092+24.1%

+7.2%5 years · per year$14,155 · $17,749+12.2%

0.52%Expense ratio$52 · $2 on $10k · lower wins0.02%

16.98%12-mo yield$1,698 · $103 on $10k1.03%

−12.6%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsMOTG · SPYM

2.2%MSFT5.9%

1.8%NVDA7.8%

1.6%AVGO2.5%

1.0%META2.1%

Held in common8.7%

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	AMOTG	VanEck Morningstar Global Wide Moat ETFRead Desk		0.52%	16.98%	+0.3%	+4.6%	+5.7%	+19.3%	+7.2%	−12.6%	$18M

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	AMOTG	VanEck Morningstar Global Wide Moat ETFRead Desk		0.52%	16.98%	+0.3%	+4.6%	+5.7%	+19.3%	+7.2%	−12.6%	$18M

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

MOTG vs SPYM

MOTG

VanEck Morningstar Global Wide Moat

$14,155

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureMOTGSPYM

Fee0.52%0.02%

Cost on $10k a year$52$2

Yield16.98%1.03%

5 years, per year+7.2%+12.2%

3 years, per year+19.3%+24.1%

Worst drop · 1Y−12.6%−8.9%

Volatility · 1Y14.2%12.7%

5–1measures won
SPYM first

8.7%

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: MOTG, SPYM

Today

8.7%most shared, MOTG and SPYM

MOTGSPYM

MOTG—8.7%

SPYM8.7%—

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

Income After Fees on $10,000

$1,646most kept, MOTG

MOTG$1,698 − $52 = $1,646

SPYM$103 − $2 = $101

KeptFee

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