QWLD vs SPY

AQWLD

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,118SPY · QWLD $15,779

Lowest cost0.09%SPY · $9 on $10k

Most income1.78%QWLD · $178 on $10k

Smallest drop−7.6%QWLD · worst fall in 1Y

Held in common52.5%QWLD and SPY

QWLD

SPY

State Street SPDR MSCI World StrategicFactors ETF · $181MState Street SPDR S&P 500 ETF · $819B

+17.9%3 years · per year$16,397 · $18,039+21.7%

+9.6%5 years · per year$15,779 · $17,118+11.3%

0.30%Expense ratio$30 · $9 on $10k · lower wins0.09%

1.78%12-mo yield$178 · $103 on $10k1.03%

−7.6%Worst dropSmaller wins−8.9%

10.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQWLD · SPY

3.3%MSFT6.3%

2.6%AAPL7.9%

2.0%NVDA6.9%

1.9%META2.1%

Held in common52.5%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AQWLD	State Street SPDR MSCI World StrategicFactors ETFRead Desk		0.30%	1.78%	−0.5%	+9.6%	+12.9%	+17.9%	+9.6%	−7.6%	$181M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AQWLD	State Street SPDR MSCI World StrategicFactors ETFRead Desk		0.30%	1.78%	−0.5%	+9.6%	+12.9%	+17.9%	+9.6%	−7.6%	$181M

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

QWLD vs SPY

QWLD

SPDR MSCI World StrategicFactors

$15,779

SPY

SPDR S&P 500

$17,118

MeasureQWLDSPY

Fee0.30%0.09%

Cost on $10k a year$30$9

Yield1.78%1.03%

5 years, per year+9.6%+11.3%

3 years, per year+17.9%+21.7%

Worst drop · 1Y−7.6%−8.9%

Volatility · 1Y10.3%13.6%

3–3measures won
level

52.5%

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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: QWLD, SPY

Today

52.5%most shared, QWLD and SPY

QWLDSPY

QWLD—52.5%

SPY52.5%—

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

Income After Fees on $10,000

$148most kept, QWLD

QWLD$178 − $30 = $148

SPY$103 − $9 = $94

KeptFee

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