MVRL vs SPY

AMVRL

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · MVRL $4,739

Lowest cost0.09%SPY · $9 on $10k

Most income30.37%MVRL · $3,037 on $10k

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

Held in common[…]MVRL and SPY

MVRL

SPY

ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN · $8MState Street SPDR S&P 500 ETF · $819B

+1.2%3 years · per year$10,349 · $18,039+21.7%

−13.9%5 years · per year$4,739 · $17,118+11.3%

0.95%Expense ratio$95 · $9 on $10k · lower wins0.09%

30.37%12-mo yield$3,037 · $103 on $10k1.03%

−39.1%Worst dropSmaller wins−8.9%

29.9%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsMVRL · SPY

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

Held in common[…]

End-of-day Nov 6, 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%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AMVRL	ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETNRead Desk		0.95%	30.37%	−1.7%	−28.5%	−25.3%	+1.2%	−13.9%	−39.1%	$8M

End-of-day Nov 6, 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%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AMVRL	ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETNRead Desk		0.95%	30.37%	−1.7%	−28.5%	−25.3%	+1.2%	−13.9%	−39.1%	$8M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MVRL vs SPY

MVRL

ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN

$4,739

SPY

SPDR S&P 500

$17,118

MeasureMVRLSPY

Fee0.95%0.09%

Cost on $10k a year$95$9

Yield30.37%1.03%

5 years, per year−13.9%+11.3%

3 years, per year+1.2%+21.7%

Worst drop · 1Y−39.1%−8.9%

Volatility · 1Y29.9%13.6%

5–1measures won
SPY first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: MVRL, SPY

Today

[…]holdings […]

MVRLSPY

MVRL—[…]

SPY[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,942most kept, MVRL

MVRL$3,037 − $95 = $2,942

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee