PCLG vs SPYM

APCLG

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common30.2%PCLG and SPYM

PCLG

SPYM

Polen Focus Growth ETF · $84MState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

0.69%Expense ratio$69 · $2 on $10k · lower wins0.02%

0.04%12-mo yield$4 · $106 on $10k1.06%

−22.0%Worst dropSmaller wins−8.9%

18.6%VolatilityLower wins13.6%

0–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPCLG · SPYM

7.1%NVDA7.3%

10.4%MSFT6.2%

6.5%AMZN3.9%

5.8%AVGO2.3%

Held in common30.2%

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	APCLG	Polen Focus Growth ETFRead Desk		0.69%	0.04%	−4.9%	−13.2%	−14.7%	new	new	−22.0%	$84M

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	APCLG	Polen Focus Growth ETFRead Desk		0.69%	0.04%	−4.9%	−13.2%	−14.7%	new	new	−22.0%	$84M

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

Cards for this view

PCLG vs SPYM

PCLG

Polen Focus Growth

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasurePCLGSPYM

Fee0.69%0.02%

Cost on $10k a year$69$2

Yield0.04%1.06%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−22.0%−8.9%

Volatility · 1Y18.6%13.6%

4–0measures won
SPYM first

30.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: PCLG, SPYM

Today

30.2%most shared, PCLG and SPYM

PCLGSPYM

PCLG—30.2%

SPYM30.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

PCLG$4 − $69 = −$65

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee