PPI vs SPYM

APPI

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.56%PPI · $156 on $10k

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

Held in common4.6%PPI and SPYM

PPI

SPYM

Astoria Real Assets ETF · $147MState Street SPDR Portfolio S&P 500 ETF · $178B

+15.9%3 years · per year$15,586 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.57%Expense ratio$57 · $2 on $10k · lower wins0.02%

1.56%12-mo yield$156 · $105 on $10k1.05%

−15.0%Worst dropSmaller wins−8.9%

16.8%VolatilityLower wins13.6%

1–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPPI · SPYM

2.3%XOM1.1%

2.0%CAT0.4%

1.5%GEV0.3%

1.2%COP0.3%

Held in common4.6%

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	APPI	Astoria Real Assets ETFRead Desk		0.57%	1.56%	+0.3%	+2.6%	+3.1%	+15.9%	new	−15.0%	$147M

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	APPI	Astoria Real Assets ETFRead Desk		0.57%	1.56%	+0.3%	+2.6%	+3.1%	+15.9%	new	−15.0%	$147M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PPI vs SPYM

PPI

Astoria Real Assets

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasurePPISPYM

Fee0.57%0.02%

Cost on $10k a year$57$2

Yield1.56%1.05%

5 years, per year[…]+11.4%

3 years, per year+15.9%+21.8%

Worst drop · 1Y−15.0%−8.9%

Volatility · 1Y16.8%13.6%

4–1measures won
SPYM first

4.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: PPI, SPYM

Today

4.6%most shared, PPI and SPYM

PPISPYM

PPI—4.6%

SPYM4.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

PPI$156 − $57 = $99

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee