RISR vs SPYM

ARISR

BSPYM

Measures won4–2RISR wins · of 6 · 5Y

$10,000 · 5Y$19,978RISR · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income5.83%RISR · $583 on $10k

Smallest drop−1.9%RISR · worst fall in 1Y

Held in common[…]RISR and SPYM

RISR

SPYM

FolioBeyond Alternative Income and Interest Rate Hedge ETF · $484MState Street SPDR Portfolio S&P 500 ETF · $182B

+9.4%3 years · per year$13,103 · $18,082+21.8%

+14.8%5 years · per year$19,978 · $17,192+11.4%

1.04%Expense ratio$104 · $2 on $10k · lower wins0.02%

5.83%12-mo yield$583 · $105 on $10k1.05%

−1.9%Worst dropSmaller wins−8.9%

5.3%VolatilityLower wins13.6%

4–2RISR wins

$10,000 · 5 yearsOne scale

Shared top holdingsRISR · SPYM

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	ARISR	FolioBeyond Alternative Income and Interest Rate Hedge ETFRead Desk		1.04%	5.83%	+0.5%	+7.3%	+8.6%	+9.4%	+14.8%	−1.9%	$484M
2	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%	$181.7B

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	ARISR	FolioBeyond Alternative Income and Interest Rate Hedge ETFRead Desk		1.04%	5.83%	+0.5%	+7.3%	+8.6%	+9.4%	+14.8%	−1.9%	$484M
2	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%	$181.7B

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

RISR vs SPYM

RISR

FolioBeyond Alternative Income and Interest Rate Hedge

$19,978

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureRISRSPYM

Fee1.04%0.02%

Cost on $10k a year$104$2

Yield5.83%1.05%

5 years, per year+14.8%+11.4%

3 years, per year+9.4%+21.8%

Worst drop · 1Y−1.9%−8.9%

Volatility · 1Y5.3%13.6%

4–2measures won
RISR 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: RISR, SPYM

Today

[…]holdings […]

RISRSPYM

RISR—[…]

SPYM[…]—

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

Income After Fees on $10,000

$479most kept, RISR

RISR$583 − $104 = $479

SPYM$105 − $2 = $103

KeptFee

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