OPTZ vs SPY

AOPTZ

BSPY

Measures won0–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.01%SPY · $101 on $10k

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

Held in common22.7%OPTZ and SPY

OPTZ

SPY

Optimize Strategy Index ETF · $247MState Street SPDR S&P 500 ETF · $778B

[…]3 years · per year[…] · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

0.25%Expense ratio$25 · $9 on $10k · lower wins0.09%

0.48%12-mo yield$48 · $101 on $10k1.01%

−16.5%Worst dropSmaller wins−8.9%

23.6%VolatilityLower wins13.7%

0–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsOPTZ · SPY

1.3%MSFT6.2%

1.1%AMD1.2%

1.0%NVDA7.1%

0.8%MU1.2%

Held in common22.7%

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	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
2	AOPTZ	Optimize Strategy Index ETFRead Desk		0.25%	0.48%	+4.0%	+21.4%	+26.9%	new	new	−16.5%	$247M

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	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
2	AOPTZ	Optimize Strategy Index ETFRead Desk		0.25%	0.48%	+4.0%	+21.4%	+26.9%	new	new	−16.5%	$247M

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

OPTZ vs SPY

OPTZ

Optimize Strategy Index

[…]

SPY

SPDR S&P 500

$17,493

MeasureOPTZSPY

Fee0.25%0.09%

Cost on $10k a year$25$9

Yield0.48%1.01%

5 years, per year[…]+11.8%

3 years, per year[…]+21.9%

Worst drop · 1Y−16.5%−8.9%

Volatility · 1Y23.6%13.7%

4–0measures won
SPY first

22.7%

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%

$122BAssets$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: OPTZ, SPY

Today

22.7%most shared, OPTZ and SPY

OPTZSPY

OPTZ—22.7%

SPY22.7%—

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

OPTZ$48 − $25 = $23

KeptFee

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