RITA vs SPYM

ARITA

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income2.67%RITA · $267 on $10k

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

Held in common1.1%RITA and SPYM

RITA

SPYM

ETFB Green SRI REITs ETF · $7MState Street SPDR Portfolio S&P 500 ETF · $179B

+10.3%3 years · per year$13,416 · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.50%Expense ratio$50 · $2 on $10k · lower wins0.02%

2.67%12-mo yield$267 · $103 on $10k1.03%

−11.1%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins13.7%

1–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsRITA · SPYM

11.5%WELL0.3%

6.1%PLD0.2%

5.6%EQIX0.2%

8.4%SPG0.1%

Held in common1.1%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	ARITA	ETFB Green SRI REITs ETFRead Desk		0.50%	2.67%	+1.7%	+10.8%	+11.0%	+10.3%	new	−11.1%	$7M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	ARITA	ETFB Green SRI REITs ETFRead Desk		0.50%	2.67%	+1.7%	+10.8%	+11.0%	+10.3%	new	−11.1%	$7M

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

RITA vs SPYM

RITA

ETFB Green SRI REITs

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureRITASPYM

Fee0.50%0.02%

Cost on $10k a year$50$2

Yield2.67%1.03%

5 years, per year[…]+11.9%

3 years, per year+10.3%+22.0%

Worst drop · 1Y−11.1%−8.9%

Volatility · 1Y14.1%13.7%

4–1measures won
SPYM first

1.1%

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%

$122BAssets$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: RITA, SPYM

Today

1.1%most shared, RITA and SPYM

RITASPYM

RITA—1.1%

SPYM1.1%—

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

Income After Fees on $10,000

$217most kept, RITA

RITA$267 − $50 = $217

SPYM$103 − $2 = $101

KeptFee

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