RJMI vs SPY

ARJMI

BSPY

Measures won3–1RJMI wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY

Lowest cost0.09%SPY · $9 on $10k

Most income3.29%RJMI · $329 on $10k

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

Held in common[…]RJMI and SPY

RJMI

SPY

RJ Eagle Municipal Income ETF · $46MState Street SPDR S&P 500 ETF · $793B

[…]3 years · per year[…] · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

0.41%Expense ratio$41 · $9 on $10k · lower wins0.09%

3.29%12-mo yield$329 · $100 on $10k1.00%

−7.1%

End-of-day Nov 11, 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%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	ARJMI	RJ Eagle Municipal Income ETFRead Desk		0.41%	3.29%	+0.2%	+0.4%	+1.1%	new	new	−7.1%	$46M

End-of-day Nov 11, 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%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	ARJMI	RJ Eagle Municipal Income ETFRead Desk		0.41%	3.29%	+0.2%	+0.4%	+1.1%	new	new	−7.1%	$46M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RJMI vs SPY

RJMI

RJ Eagle Municipal Income

[…]

SPY

SPDR S&P 500

$17,481

MeasureRJMISPY

Fee0.41%0.09%

Cost on $10k a year$41$9

Yield3.29%1.00%

5 years, per year[…]+11.8%

3 years, per year[…]+21.8%

Worst drop · 1Y−7.1%−8.9%

Volatility · 1Y3.8%13.7%

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RJMI vs SPY

Both

Both

$10,000 in RJMI, SPY

Overlap: RJMI, SPY

RJMI vs SPY

SPYM vs SPY

SCHD vs VIG

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Overlap: RJMI, SPY

Income After Fees on $10,000