RJDI vs SPY

ARJDI

BSPY

Measures won3–1RJDI wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.02%RJDI · $102 on $10k

Smallest drop−7.1%RJDI · worst fall in 1Y

Held in common20.0%RJDI and SPY

RJDI

SPY

RJ Eagle GCM Dividend Select Income ETF · $152MState Street SPDR S&P 500 ETF · $778B

[…]3 years · per year[…] · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

0.63%Expense ratio$63 · $9 on $10k · lower wins0.09%

1.02%12-mo yield$102 · $101 on $10k1.01%

−7.1%Worst dropSmaller wins−8.9%

12.0%VolatilityLower wins13.7%

3–1RJDI wins

$10,000 · 5 yearsOne scale

Shared top holdingsRJDI · SPY

4.3%AAPL7.9%

3.8%MSFT6.2%

5.9%AVGO2.2%

4.2%JPM1.4%

Held in common20.0%

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	ARJDI	RJ Eagle GCM Dividend Select Income ETFRead Desk		0.63%	1.02%	+2.5%	+17.7%	+21.2%	new	new	−7.1%	$152M

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	ARJDI	RJ Eagle GCM Dividend Select Income ETFRead Desk		0.63%	1.02%	+2.5%	+17.7%	+21.2%	new	new	−7.1%	$152M

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

RJDI vs SPY

RJDI

RJ Eagle GCM Dividend Select Income

[…]

SPY

SPDR S&P 500

$17,493

MeasureRJDISPY

Fee0.63%0.09%

Cost on $10k a year$63$9

Yield1.02%1.01%

5 years, per year[…]+11.8%

3 years, per year[…]+21.9%

Worst drop · 1Y−7.1%−8.9%

Volatility · 1Y12.0%13.7%

2–1measures won
RJDI first

20.0%

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: RJDI, SPY

Today

20.0%most shared, RJDI and SPY

RJDISPY

RJDI—20.0%

SPY20.0%—

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

RJDI$102 − $63 = $39

KeptFee

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