MSFO vs SPYM

AMSFO

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income36.03%MSFO · $3,603 on $10k

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

Held in common[…]MSFO and SPYM

MSFO

SPYM

YieldMax MSFT Option Income Strategy ETF · $97MState Street SPDR Portfolio S&P 500 ETF · $179B

+15.7%3 years · per year$15,500 · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

1.03%Expense ratio$103 · $2 on $10k · lower wins0.02%

36.03%12-mo yield$3,603 · $103 on $10k1.03%

−26.5%Worst dropSmaller wins−8.9%

29.5%VolatilityLower wins13.7%

1–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSFO · SPYM

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

Held in common[…]

End-of-day Nov 9, 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%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AMSFO	YieldMax MSFT Option Income Strategy ETFRead Desk		1.03%	36.03%	+3.0%	+12.8%	+10.3%	+15.7%	new	−26.5%	$97M

End-of-day Nov 9, 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%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AMSFO	YieldMax MSFT Option Income Strategy ETFRead Desk		1.03%	36.03%	+3.0%	+12.8%	+10.3%	+15.7%	new	−26.5%	$97M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MSFO vs SPYM

MSFO

YieldMax MSFT Option Income Strategy

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureMSFOSPYM

Fee1.03%0.02%

Cost on $10k a year$103$2

Yield36.03%1.03%

5 years, per year[…]+11.9%

3 years, per year+15.7%+22.0%

Worst drop · 1Y−26.5%−8.9%

Volatility · 1Y29.5%13.7%

4–1measures won
SPYM first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: MSFO, SPYM

Today

[…]holdings […]

MSFOSPYM

MSFO—[…]

SPYM[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$3,500most kept, MSFO

MSFO$3,603 − $103 = $3,500

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee