MRNY vs SPY

AMRNY

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,688SPY

Lowest cost0.09%SPY · $9 on $10k

Most income45.07%MRNY · $4,507 on $10k

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

Held in common[…]MRNY and SPY

MRNY

SPY

YieldMax MRNA Option Income Strategy ETF · $244MState Street SPDR S&P 500 ETF · $798B

+26.0%3 years · per year$20,000 · $19,046+24.0%

[…]5 years · per year[…] · $17,688+12.1%

1.00%Expense ratio$100 · $9 on $10k · lower wins0.09%

45.07%12-mo yield$4,507 · $101 on $10k1.01%

−28.8%Worst dropSmaller wins−8.9%

118.0%VolatilityLower wins12.8%

2–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsMRNY · SPY

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

Held in common[…]

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
2	AMRNY	YieldMax MRNA Option Income Strategy ETFRead Desk		1.00%	45.07%	+2.6%	+481.9%	+486.8%	+26.0%	new	−28.8%	$244M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
2	AMRNY	YieldMax MRNA Option Income Strategy ETFRead Desk		1.00%	45.07%	+2.6%	+481.9%	+486.8%	+26.0%	new	−28.8%	$244M

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

MRNY vs SPY

MRNY

YieldMax MRNA Option Income Strategy

[…]

SPY

SPDR S&P 500

$17,688

MeasureMRNYSPY

Fee1.00%0.09%

Cost on $10k a year$100$9

Yield45.07%1.01%

5 years, per year[…]+12.1%

3 years, per year+26.0%+24.0%

Worst drop · 1Y−28.8%−8.9%

Volatility · 1Y118.0%12.8%

3–2measures won
SPY first

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: MRNY, SPY

Today

[…]holdings […]

MRNYSPY

MRNY—[…]

SPY[…]—

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

Income After Fees on $10,000

$4,407most kept, MRNY

MRNY$4,507 − $100 = $4,407

SPY$101 − $9 = $92

KeptFee

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