NIXT vs SPY

ANIXT

BSPY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.18%NIXT · $118 on $10k

Smallest drop−7.7%NIXT · worst fall in 1Y

Held in common0.8%NIXT and SPY

NIXT

SPY

Research Affiliates Deletions ETF · $63MState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.29%Expense ratio$29 · $9 on $10k · lower wins0.09%

1.18%12-mo yield$118 · $103 on $10k1.03%

−7.7%Worst dropSmaller wins−8.9%

20.3%VolatilityLower wins13.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsNIXT · SPY

2.3%MRNA0.1%

1.1%OKTA0.0%

0.5%VTRS0.0%

0.7%BBY0.0%

Held in common0.8%

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	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
2	ANIXT	Research Affiliates Deletions ETFRead Desk		0.29%	1.18%	−2.9%	+36.2%	+43.3%	new	new	−7.7%	$63M

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	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
2	ANIXT	Research Affiliates Deletions ETFRead Desk		0.29%	1.18%	−2.9%	+36.2%	+43.3%	new	new	−7.7%	$63M

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

NIXT vs SPY

NIXT

Research Affiliates Deletions

[…]

SPY

SPDR S&P 500

$17,099

MeasureNIXTSPY

Fee0.29%0.09%

Cost on $10k a year$29$9

Yield1.18%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y20.3%13.6%

2–2measures won
level

0.8%

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: NIXT, SPY

Today

0.8%most shared, NIXT and SPY

NIXTSPY

NIXT—0.8%

SPY0.8%—

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

NIXT$118 − $29 = $89

KeptFee

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