NZAC vs SPY

ANZAC

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · NZAC $14,796

Lowest cost0.09%SPY · $9 on $10k

Most income2.11%NZAC · $211 on $10k

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

Held in common53.8%NZAC and SPY

NZAC

SPY

State Street SPDR MSCI ACWI Climate Paris Aligned ETF · $195MState Street SPDR S&P 500 ETF · $819B

+19.4%3 years · per year$17,009 · $18,039+21.7%

+8.2%5 years · per year$14,796 · $17,118+11.3%

0.12%Expense ratio$12 · $9 on $10k · lower wins0.09%

2.11%12-mo yield$211 · $103 on $10k1.03%

−10.1%Worst dropSmaller wins−8.9%

15.0%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsNZAC · SPY

5.7%AAPL7.9%

5.4%NVDA6.9%

4.4%MSFT6.3%

2.6%AMZN4.0%

Held in common53.8%

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	ANZAC	State Street SPDR MSCI ACWI Climate Paris Aligned ETFRead Desk		0.12%	2.11%	+0.2%	+4.9%	+5.9%	+19.4%	+8.2%	−10.1%	$195M

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	ANZAC	State Street SPDR MSCI ACWI Climate Paris Aligned ETFRead Desk		0.12%	2.11%	+0.2%	+4.9%	+5.9%	+19.4%	+8.2%	−10.1%	$195M

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

NZAC vs SPY

NZAC

SPDR MSCI ACWI Climate Paris Aligned

$14,796

SPY

SPDR S&P 500

$17,118

MeasureNZACSPY

Fee0.12%0.09%

Cost on $10k a year$12$9

Yield2.11%1.03%

5 years, per year+8.2%+11.3%

3 years, per year+19.4%+21.7%

Worst drop · 1Y−10.1%−8.9%

Volatility · 1Y15.0%13.6%

5–1measures won
SPY first

53.8%

holdings shared

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: NZAC, SPY

Today

53.8%most shared, NZAC and SPY

NZACSPY

NZAC—53.8%

SPY53.8%—

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

Income After Fees on $10,000

$199most kept, NZAC

NZAC$211 − $12 = $199

SPY$103 − $9 = $94

KeptFee

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