NZAC vs SPYM

ANZAC

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,555SPYM · NZAC $15,122

Lowest cost0.02%SPYM · $2 on $10k

Most income2.06%NZAC · $206 on $10k

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

Held in common53.9%NZAC and SPYM

NZAC

SPYM

State Street SPDR MSCI ACWI Climate Paris Aligned ETF · $188MState Street SPDR Portfolio S&P 500 ETF · $179B

+19.5%3 years · per year$17,056 · $18,163+22.0%

+8.6%5 years · per year$15,122 · $17,555+11.9%

0.12%Expense ratio$12 · $2 on $10k · lower wins0.02%

2.06%12-mo yield$206 · $103 on $10k1.03%

−10.1%Worst dropSmaller wins−8.9%

15.2%VolatilityLower wins13.7%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsNZAC · SPYM

5.7%AAPL7.9%

5.4%NVDA6.9%

4.4%MSFT6.3%

2.6%AMZN4.0%

Held in common53.9%

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%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	ANZAC	State Street SPDR MSCI ACWI Climate Paris Aligned ETFRead Desk		0.12%	2.06%	+2.6%	+7.7%	+9.7%	+19.5%	+8.6%	−10.1%	$188M

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%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	ANZAC	State Street SPDR MSCI ACWI Climate Paris Aligned ETFRead Desk		0.12%	2.06%	+2.6%	+7.7%	+9.7%	+19.5%	+8.6%	−10.1%	$188M

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

NZAC vs SPYM

NZAC

SPDR MSCI ACWI Climate Paris Aligned

$15,122

SPYM

SPDR Portfolio S&P 500

$17,555

MeasureNZACSPYM

Fee0.12%0.02%

Cost on $10k a year$12$2

Yield2.06%1.03%

5 years, per year+8.6%+11.9%

3 years, per year+19.5%+22.0%

Worst drop · 1Y−10.1%−8.9%

Volatility · 1Y15.2%13.7%

5–1measures won
SPYM first

53.9%

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

+33.1%

VIGVanguard

+14.8%

+33.1%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: NZAC, SPYM

Today

53.9%most shared, NZAC and SPYM

NZACSPYM

NZAC—53.9%

SPYM53.9%—

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

Income After Fees on $10,000

$194most kept, NZAC

NZAC$206 − $12 = $194

SPYM$103 − $2 = $101

KeptFee

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