ONEQ vs SPY

AONEQ

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · ONEQ $16,663

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common54.4%ONEQ and SPY

ONEQ

SPY

Fidelity Nasdaq Composite Index ETF · $10.4BState Street SPDR S&P 500 ETF · $778B

+24.3%3 years · per year$19,199 · $18,039+21.7%

+10.8%5 years · per year$16,663 · $17,118+11.3%

0.21%Expense ratio$21 · $9 on $10k · lower wins0.09%

0.53%12-mo yield$53 · $103 on $10k1.03%

−12.7%Worst dropSmaller wins−8.9%

19.4%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsONEQ · SPY

11.7%AAPL7.9%

10.2%NVDA6.9%

9.3%MSFT6.3%

6.6%AMZN4.0%

Held in common54.4%

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%	$777.7B
2	AONEQ	Fidelity Nasdaq Composite Index ETFRead Desk		0.21%	0.53%	+1.1%	+6.4%	+5.4%	+24.3%	+10.8%	−12.7%	$10.4B

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%	$777.7B
2	AONEQ	Fidelity Nasdaq Composite Index ETFRead Desk		0.21%	0.53%	+1.1%	+6.4%	+5.4%	+24.3%	+10.8%	−12.7%	$10.4B

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

ONEQ vs SPY

ONEQ

Fidelity Nasdaq Composite Index

$16,663

SPY

SPDR S&P 500

$17,118

MeasureONEQSPY

Fee0.21%0.09%

Cost on $10k a year$21$9

Yield0.53%1.03%

5 years, per year+10.8%+11.3%

3 years, per year+24.3%+21.7%

Worst drop · 1Y−12.7%−8.9%

Volatility · 1Y19.4%13.6%

5–1measures won
SPY first

54.4%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ONEQ, SPY

Today

54.4%most shared, ONEQ and SPY

ONEQSPY

ONEQ—54.4%

SPY54.4%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ONEQ$53 − $21 = $32

KeptFee

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