RCLO vs SPY

ARCLO

BSPY

Measures won3–1RCLO wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income7.02%RCLO · $702 on $10k

Smallest drop−3.8%RCLO · worst fall in 1Y

Held in common[…]RCLO and SPY

RCLO

SPY

Reckoner BBB-B CLO ETF · $42MState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.50%Expense ratio$50 · $9 on $10k · lower wins0.09%

7.02%12-mo yield$702 · $103 on $10k1.03%

−3.8%Worst dropSmaller wins−8.9%

2.7%VolatilityLower wins13.6%

3–1RCLO wins

$10,000 · 5 yearsOne scale

Shared top holdingsRCLO · SPY

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

Held in common[…]

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	ARCLO	Reckoner BBB-B CLO ETFRead Desk		0.50%	7.02%	0.0%	+4.2%	+5.3%	new	new	−3.8%	$42M

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	ARCLO	Reckoner BBB-B CLO ETFRead Desk		0.50%	7.02%	0.0%	+4.2%	+5.3%	new	new	−3.8%	$42M

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

RCLO vs SPY

RCLO

Reckoner BBB-B CLO

[…]

SPY

SPDR S&P 500

$17,118

MeasureRCLOSPY

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield7.02%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−3.8%−8.9%

Volatility · 1Y2.7%13.6%

3–1measures won
RCLO first

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: RCLO, SPY

Today

[…]holdings […]

RCLOSPY

RCLO—[…]

SPY[…]—

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

Income After Fees on $10,000

$652most kept, RCLO

RCLO$702 − $50 = $652

SPY$103 − $9 = $94

KeptFee

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