RIET vs SPY

ARIET

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · RIET $8,685

Lowest cost0.09%SPY · $9 on $10k

Most income12.33%RIET · $1,233 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.1%RIET and SPY

RIET

SPY

Hoya Capital High Dividend Yield ETF · $97MState Street SPDR S&P 500 ETF · $778B

+6.2%3 years · per year$11,988 · $18,118+21.9%

−2.8%5 years · per year$8,685 · $17,493+11.8%

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

12.33%12-mo yield$1,233 · $101 on $10k1.01%

−16.5%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins13.7%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsRIET · SPY

1.6%VICI0.0%

1.8%DOC0.0%

Held in common0.1%

End-of-day Nov 9, 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%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ARIET	Hoya Capital High Dividend Yield ETFRead Desk		0.50%	12.33%	+1.1%	−1.9%	+1.0%	+6.2%	−2.8%	−16.5%	$97M

End-of-day Nov 9, 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%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ARIET	Hoya Capital High Dividend Yield ETFRead Desk		0.50%	12.33%	+1.1%	−1.9%	+1.0%	+6.2%	−2.8%	−16.5%	$97M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RIET vs SPY

RIET

Hoya Capital High Dividend Yield

$8,685

SPY

SPDR S&P 500

$17,493

MeasureRIETSPY

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield12.33%1.01%

5 years, per year−2.8%+11.8%

3 years, per year+6.2%+21.9%

Worst drop · 1Y−16.5%−8.9%

Volatility · 1Y14.2%13.7%

5–1measures won
SPY first

0.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: RIET, SPY

Today

0.1%most shared, RIET and SPY

RIETSPY

RIET—0.1%

SPY0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,183most kept, RIET

RIET$1,233 − $50 = $1,183

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee