OCTZ vs SPYM5YOCTZOCTZAvsBSPYMSPYMTrueShares Structured Outcome (October) ETF · $43MState Street SPDR Portfolio S&P 500 ETF · $186BReturns · dividends in+15.6%3 years · per year$15,463 · $18,024+21.7%+9.3%5 years · per year$15,605 · $17,408+11.7%Cost and income0.79%Expense ratio$79 · $2 on $10k · lower wins0.02%3.70%12-mo yield$370 · $102 on $10k1.02%Risk · 1 yearEnd-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$186.1B2AOCTZTrueShares Structured Outcome (October) ETFReadDesk0.79%3.70%−0.3%+7.9%+8.0%+15.6%+9.3%−7.3%$43MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$186.1B2AOCTZTrueShares Structured Outcome (October) ETFReadDesk0.79%3.70%−0.3%+7.9%+8.0%+15.6%+9.3%−7.3%$43MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: OCTZ, SPYMToday[…]holdings […]OCTZSPYMOCTZ—[…]SPYM[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
OCTZ vs SPYM5YAOCTZTrueShares Structured Outcome (October)$15,605vsSPYMBSPDR Portfolio S&P 500$17,408$10k$15kNov 2021Nov 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: OCTZ, SPYMToday[…]holdings […]OCTZSPYMOCTZ—[…]SPYM[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$291most kept, OCTZOCTZ$370 − $79 = $291SPYM$102 − $2 = $100KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee