NRSH vs SPY

ANRSH

BSPY

Measures won0–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.01%SPY · $101 on $10k

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

Held in common2.5%NRSH and SPY

NRSH

SPY

Aztlan North America Nearshoring Stock Selection ETF · $27MState Street SPDR S&P 500 ETF · $778B

[…]3 years · per year[…] · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

0.76%Expense ratio$76 · $9 on $10k · lower wins0.09%

0.34%12-mo yield$34 · $101 on $10k1.01%

−23.3%Worst dropSmaller wins−8.9%

30.3%VolatilityLower wins13.7%

0–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsNRSH · SPY

2.7%MU1.2%

2.5%LRCX0.4%

4.0%CRWD0.3%

3.4%HWM0.1%

Held in common2.5%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ANRSH	Aztlan North America Nearshoring Stock Selection ETFRead Desk		0.76%	0.34%	+5.4%	+22.6%	+19.2%	new	new	−23.3%	$27M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ANRSH	Aztlan North America Nearshoring Stock Selection ETFRead Desk		0.76%	0.34%	+5.4%	+22.6%	+19.2%	new	new	−23.3%	$27M

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

NRSH vs SPY

NRSH

Aztlan North America Nearshoring Stock Selection

[…]

SPY

SPDR S&P 500

$17,493

MeasureNRSHSPY

Fee0.76%0.09%

Cost on $10k a year$76$9

Yield0.34%1.01%

5 years, per year[…]+11.8%

3 years, per year[…]+21.9%

Worst drop · 1Y−23.3%−8.9%

Volatility · 1Y30.3%13.7%

4–0measures won
SPY first

2.5%

holdings shared

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: NRSH, SPY

Today

2.5%most shared, NRSH and SPY

NRSHSPY

NRSH—2.5%

SPY2.5%—

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

NRSH$34 − $76 = −$42

KeptFee

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