REVS vs SPY

AREVS

BSPY

Measures won5–1REVS wins · of 6 · 5Y

$10,000 · 5Y$17,995REVS · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income1.77%REVS · $177 on $10k

Smallest drop−6.9%REVS · worst fall in 1Y

Held in common29.4%REVS and SPY

REVS

SPY

Columbia Research Enhanced Value ETF · $401MState Street SPDR S&P 500 ETF · $778B

+22.6%3 years · per year$18,422 · $18,039+21.7%

+12.5%5 years · per year$17,995 · $17,118+11.3%

0.20%Expense ratio$20 · $9 on $10k · lower wins0.09%

1.77%12-mo yield$177 · $103 on $10k1.03%

−6.9%Worst dropSmaller wins−8.9%

11.9%VolatilityLower wins13.6%

5–1REVS wins

$10,000 · 5 yearsOne scale

Shared top holdingsREVS · SPY

8.7%AAPL7.9%

7.7%MSFT6.3%

1.9%META2.1%

1.2%ABBV0.8%

Held in common29.4%

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	AREVS	Columbia Research Enhanced Value ETFRead Desk		0.20%	1.77%	−0.6%	+20.6%	+24.9%	+22.6%	+12.5%	−6.9%	$401M
2	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%	$777.7B

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	AREVS	Columbia Research Enhanced Value ETFRead Desk		0.20%	1.77%	−0.6%	+20.6%	+24.9%	+22.6%	+12.5%	−6.9%	$401M
2	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%	$777.7B

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

REVS vs SPY

REVS

Columbia Research Enhanced Value

$17,995

SPY

SPDR S&P 500

$17,118

MeasureREVSSPY

Fee0.20%0.09%

Cost on $10k a year$20$9

Yield1.77%1.03%

5 years, per year+12.5%+11.3%

3 years, per year+22.6%+21.7%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y11.9%13.6%

5–1measures won
REVS first

29.4%

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: REVS, SPY

Today

29.4%most shared, REVS and SPY

REVSSPY

REVS—29.4%

SPY29.4%—

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

Income After Fees on $10,000

$157most kept, REVS

REVS$177 − $20 = $157

SPY$103 − $9 = $94

KeptFee

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