QWLD vs SPYM

AQWLD

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · QWLD $15,779

Lowest cost0.02%SPYM · $2 on $10k

Most income1.78%QWLD · $178 on $10k

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

Held in common52.5%QWLD and SPYM

QWLD

SPYM

State Street SPDR MSCI World StrategicFactors ETF · $177MState Street SPDR Portfolio S&P 500 ETF · $178B

+17.9%3 years · per year$16,397 · $18,082+21.8%

+9.6%5 years · per year$15,779 · $17,192+11.4%

0.30%Expense ratio$30 · $2 on $10k · lower wins0.02%

1.78%12-mo yield$178 · $105 on $10k1.05%

−7.6%Worst dropSmaller wins−8.9%

10.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQWLD · SPYM

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	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	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%	$177M

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	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%	$177M

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 SPYM

QWLD

SPDR MSCI World StrategicFactors

$15,779

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureQWLDSPYM

Fee0.30%0.02%

Cost on $10k a year$30$2

Yield1.78%1.05%

5 years, per year+9.6%+11.4%

3 years, per year+17.9%+21.8%

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%

$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: QWLD, SPYM

Today

52.5%most shared, QWLD and SPYM

QWLDSPYM

QWLD—52.5%

SPYM52.5%—

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

SPYM$105 − $2 = $103

KeptFee

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