ONEY vs SPY

AONEY

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income2.79%ONEY · $279 on $10k

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

Held in common6.2%ONEY and SPY

ONEY

SPY

State Street SPDR Russell 1000 Yield Focus ETF · $669MState Street SPDR S&P 500 ETF · $778B

+18.6%3 years · per year$16,674 · $18,118+21.9%

+10.4%5 years · per year$16,387 · $17,493+11.8%

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

2.79%12-mo yield$279 · $101 on $10k1.01%

−9.1%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.7%

2–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsONEY · SPY

2.2%ACN0.3%

3.7%PGR0.2%

1.1%MO0.2%

2.1%CMCSA0.1%

Held in common6.2%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk	0.20%	2.79%	+1.4%	+23.0%	+27.5%	+18.6%	+10.4%	−9.1%	$669M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk	0.20%	2.79%	+1.4%	+23.0%	+27.5%	+18.6%	+10.4%	−9.1%	$669M

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

ONEY vs SPY

ONEY

SPDR Russell 1000 Yield Focus

$16,387

SPY

SPDR S&P 500

$17,493

MeasureONEYSPY

Fee0.20%0.09%

Cost on $10k a year$20$9

Yield2.79%1.01%

5 years, per year+10.4%+11.8%

3 years, per year+18.6%+21.9%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y12.9%13.7%

4–2measures won
SPY first

6.2%

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: ONEY, SPY, IVV

Today

99.9%most shared, SPY and IVV

ONEYSPYIVV

ONEY—6.2%6.1%

SPY6.2%—99.9%

IVV6.1%99.9%—

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

Income After Fees on $10,000

$259most kept, ONEY

ONEY$279 − $20 = $259

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

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