ONEO vs SPY

AONEO

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · ONEO $15,718

Lowest cost0.09%SPY · $9 on $10k

Most income1.25%ONEO · $125 on $10k

Smallest drop−7.4%ONEO · worst fall in 1Y

Held in common27.9%ONEO and SPY

ONEO

SPY

State Street SPDR Russell 1000 Momentum Focus ETF · $31MState Street SPDR S&P 500 ETF · $819B

+20.5%3 years · per year$17,513 · $18,174+22.0%

+9.5%5 years · per year$15,718 · $17,099+11.3%

0.20%Expense ratio$20 · $9 on $10k · lower wins0.09%

1.25%12-mo yield$125 · $103 on $10k1.03%

−7.4%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsONEO · SPY

0.3%AAPL7.7%

0.4%COP0.2%

0.3%PGR0.2%

0.3%BMY0.2%

Held in common27.9%

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%	$818.5B
2	AONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk		0.20%	1.25%	−3.1%	+18.1%	+21.6%	+20.5%	+9.5%	−7.4%	$31M

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%	$818.5B
2	AONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk		0.20%	1.25%	−3.1%	+18.1%	+21.6%	+20.5%	+9.5%	−7.4%	$31M

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

ONEO vs SPY

ONEO

SPDR Russell 1000 Momentum Focus

$15,718

SPY

SPDR S&P 500

$17,099

MeasureONEOSPY

Fee0.20%0.09%

Cost on $10k a year$20$9

Yield1.25%1.03%

5 years, per year+9.5%+11.3%

3 years, per year+20.5%+22.0%

Worst drop · 1Y−7.4%−8.9%

Volatility · 1Y13.2%13.6%

3–3measures won
level

27.9%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ONEO, SPY

Today

27.9%most shared, ONEO and SPY

ONEOSPY

ONEO—27.9%

SPY27.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$105most kept, ONEO

ONEO$125 − $20 = $105

SPY$103 − $9 = $94

KeptFee

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