ONEO vs SPYM

AONEO

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · ONEO $15,703

Lowest cost0.02%SPYM · $2 on $10k

Most income1.25%ONEO · $125 on $10k

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

Held in common28.2%ONEO and SPYM

ONEO

SPYM

State Street SPDR Russell 1000 Momentum Focus ETF · $31MState Street SPDR Portfolio S&P 500 ETF · $182B

+20.2%3 years · per year$17,363 · $18,082+21.8%

+9.4%5 years · per year$15,703 · $17,192+11.4%

0.20%Expense ratio$20 · $2 on $10k · lower wins0.02%

1.25%12-mo yield$125 · $105 on $10k1.05%

−7.4%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsONEO · SPYM

0.3%AAPL7.9%

0.4%COP0.3%

0.3%PGR0.2%

0.3%MO0.2%

Held in common28.2%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk		0.20%	1.25%	−0.2%	+17.9%	+20.4%	+20.2%	+9.4%	−7.4%	$31M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk		0.20%	1.25%	−0.2%	+17.9%	+20.4%	+20.2%	+9.4%	−7.4%	$31M

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

ONEO vs SPYM

ONEO

SPDR Russell 1000 Momentum Focus

$15,703

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureONEOSPYM

Fee0.20%0.02%

Cost on $10k a year$20$2

Yield1.25%1.05%

5 years, per year+9.4%+11.4%

3 years, per year+20.2%+21.8%

Worst drop · 1Y−7.4%−8.9%

Volatility · 1Y13.2%13.6%

3–3measures won
level

28.2%

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: ONEO, SPYM

Today

28.2%most shared, ONEO and SPYM

ONEOSPYM

ONEO—28.2%

SPYM28.2%—

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

Income After Fees on $10,000

$105most kept, ONEO

ONEO$125 − $20 = $105

SPYM$105 − $2 = $103

KeptFee

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