ONEQ vs SPYM

AONEQ

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · ONEQ $17,030

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common54.7%ONEQ and SPYM

ONEQ

SPYM

Fidelity Nasdaq Composite Index ETF · $10.4BState Street SPDR Portfolio S&P 500 ETF · $179B

+24.6%3 years · per year$19,358 · $18,161+22.0%

+11.2%5 years · per year$17,030 · $17,553+11.9%

0.21%Expense ratio$21 · $2 on $10k · lower wins0.02%

0.52%12-mo yield$52 · $103 on $10k1.03%

−12.7%Worst dropSmaller wins−8.9%

19.5%VolatilityLower wins13.7%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsONEQ · SPYM

11.5%AAPL7.9%

10.4%NVDA7.1%

9.1%MSFT6.2%

6.5%AMZN4.0%

Held in common54.7%

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%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AONEQ	Fidelity Nasdaq Composite Index ETFRead Desk		0.21%	0.52%	+2.8%	+9.3%	+10.4%	+24.6%	+11.2%	−12.7%	$10.4B

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%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AONEQ	Fidelity Nasdaq Composite Index ETFRead Desk		0.21%	0.52%	+2.8%	+9.3%	+10.4%	+24.6%	+11.2%	−12.7%	$10.4B

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

ONEQ vs SPYM

ONEQ

Fidelity Nasdaq Composite Index

$17,030

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureONEQSPYM

Fee0.21%0.02%

Cost on $10k a year$21$2

Yield0.52%1.03%

5 years, per year+11.2%+11.9%

3 years, per year+24.6%+22.0%

Worst drop · 1Y−12.7%−8.9%

Volatility · 1Y19.5%13.7%

5–1measures won
SPYM first

54.7%

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

+33.2%

VIGVanguard

+14.8%

+33.2%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: ONEQ, SPYM

Today

54.7%most shared, ONEQ and SPYM

ONEQSPYM

ONEQ—54.7%

SPYM54.7%—

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

ONEQ$52 − $21 = $31

KeptFee

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