PEX vs SPY

APEX

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · PEX $10,067

Lowest cost0.09%SPY · $9 on $10k

Most income5.36%PEX · $536 on $10k

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

Held in common0.0%PEX and SPY

PEX

SPY

ProShares Global Listed Private Equity ETF · $11MState Street SPDR S&P 500 ETF · $805B

+9.5%3 years · per year$13,134 · $19,132+24.1%

+0.1%5 years · per year$10,067 · $18,060+12.6%

2.75%Expense ratio$275 · $9 on $10k · lower wins0.09%

5.36%12-mo yield$536 · $99 on $10k0.99%

−18.7%Worst dropSmaller wins−8.9%

16.8%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPEX · SPY

3.6%RF0.0%

Held in common0.0%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	APEX	ProShares Global Listed Private Equity ETFRead Desk		2.75%	5.36%	+2.7%	−2.0%	−2.8%	+9.5%	+0.1%	−18.7%	$11M

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	APEX	ProShares Global Listed Private Equity ETFRead Desk		2.75%	5.36%	+2.7%	−2.0%	−2.8%	+9.5%	+0.1%	−18.7%	$11M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PEX vs SPY

PEX

ProShares Global Listed Private Equity

$10,067

SPY

SPDR S&P 500

$18,060

MeasurePEXSPY

Fee2.75%0.09%

Cost on $10k a year$275$9

Yield5.36%0.99%

5 years, per year+0.1%+12.6%

3 years, per year+9.5%+24.1%

Worst drop · 1Y−18.7%−8.9%

Volatility · 1Y16.8%12.9%

5–1measures won
SPY first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: PEX, SPY

Today

0.0%most shared, PEX and SPY

PEXSPY

PEX—0.0%

SPY0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$261most kept, PEX

PEX$536 − $275 = $261

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee