PSET vs SPY

APSET

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · PSET $15,057

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 common[…]PSET and SPY

PSET

SPY

Principal Quality ETF · $26MState Street SPDR S&P 500 ETF · $778B

+14.6%3 years · per year$15,052 · $18,118+21.9%

+8.5%5 years · per year$15,058 · $17,493+11.8%

0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%

0.76%12-mo yield$76 · $101 on $10k1.01%

−12.9%Worst dropSmaller wins−8.9%

12.8%VolatilityLower wins13.7%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSET · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	APSET	Principal Quality ETFRead Desk		0.15%	0.76%	0.0%	+5.2%	+4.5%	+14.6%	+8.5%	−12.9%	$26M

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	APSET	Principal Quality ETFRead Desk		0.15%	0.76%	0.0%	+5.2%	+4.5%	+14.6%	+8.5%	−12.9%	$26M

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

PSET vs SPY

PSET

Principal Quality

$15,058

SPY

SPDR S&P 500

$17,493

MeasurePSETSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield0.76%1.01%

5 years, per year+8.5%+11.8%

3 years, per year+14.6%+21.9%

Worst drop · 1Y−12.9%−8.9%

Volatility · 1Y12.8%13.7%

5–1measures won
SPY first

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%

$120BAssets$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: PSET, SPY

Today

[…]holdings […]

PSETSPY

PSET—[…]

SPY[…]—

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

PSET$76 − $15 = $61

KeptFee

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