QUS vs SPY

AQUS

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · QUS $16,601

Lowest cost0.09%SPY · $9 on $10k

Most income1.25%QUS · $125 on $10k

Smallest drop−6.8%QUS · worst fall in 1Y

Held in common62.6%QUS and SPY

QUS

SPY

State Street SPDR MSCI USA StrategicFactors ETF · $1.6BState Street SPDR S&P 500 ETF · $805B

+19.6%3 years · per year$17,098 · $18,174+22.0%

+10.7%5 years · per year$16,601 · $17,099+11.3%

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

1.25%12-mo yield$125 · $103 on $10k1.03%

−6.8%Worst dropSmaller wins−8.9%

9.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQUS · SPY

3.9%MSFT6.2%

3.3%AAPL7.7%

2.4%NVDA7.3%

2.2%META2.1%

Held in common62.6%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk		0.15%	1.25%	−3.0%	+12.0%	+15.3%	+19.6%	+10.7%	−6.8%	$1.6B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk		0.15%	1.25%	−3.0%	+12.0%	+15.3%	+19.6%	+10.7%	−6.8%	$1.6B

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

QUS vs SPY

QUS

SPDR MSCI USA StrategicFactors

$16,601

SPY

SPDR S&P 500

$17,099

MeasureQUSSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield1.25%1.03%

5 years, per year+10.7%+11.3%

3 years, per year+19.6%+22.0%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y9.8%13.6%

3–3measures won
level

62.6%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: QUS, SPY

Today

62.6%most shared, QUS and SPY

QUSSPY

QUS—62.6%

SPY62.6%—

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

Income After Fees on $10,000

$110most kept, QUS

QUS$125 − $15 = $110

SPY$103 − $9 = $94

KeptFee

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