RLY vs EMPB

ARLY

BEMPB

Measures won4–0RLY wins · of 6 · 5Y

$10,000 · 5Y$15,880RLY

Lowest cost0.50%RLY · $50 on $10k

Most income2.97%RLY · $297 on $10k

Smallest drop−7.6%RLY · worst fall in 1Y

Held in common2.6%RLY and EMPB

RLY

EMPB

State Street Multi-Asset Real Return ETF · $1.4BEA Series Trust - Efficient Market Portfolio Plus ETF · $32M

+14.8%3 years · per year$15,138 · […][…]

+9.7%5 years · per year$15,880 · […][…]

0.50%Expense ratio$50 · $221 on $10k · lower wins2.21%

2.97%12-mo yield$297 · $77 on $10k0.77%

−7.6%Worst dropSmaller wins−8.1%

10.8%VolatilityLower wins12.9%

4–0RLY wins

$10,000 · 5 yearsOne scale

Shared top holdingsRLY · EMPB

2.6%XME8.0%

Held in common2.6%

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	ARLY	State Street Multi-Asset Real Return ETFRead Desk		0.50%	2.97%	−0.1%	+16.7%	+21.8%	+14.8%	+9.7%	−7.6%	$1.4B
2	BEMPB	EA Series Trust - Efficient Market Portfolio Plus ETFRead Desk		2.21%	0.77%	+0.6%	+14.7%	+11.9%	new	new	−8.1%	$32M

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	ARLY	State Street Multi-Asset Real Return ETFRead Desk		0.50%	2.97%	−0.1%	+16.7%	+21.8%	+14.8%	+9.7%	−7.6%	$1.4B
2	BEMPB	EA Series Trust - Efficient Market Portfolio Plus ETFRead Desk		2.21%	0.77%	+0.6%	+14.7%	+11.9%	new	new	−8.1%	$32M

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

RLY vs EMPB

RLY

Multi-Asset Real Return

$15,880

EMPB

EA Series Trust - Efficient Market Portfolio Plus

[…]

MeasureRLYEMPB

Fee0.50%2.21%

Cost on $10k a year$50$221

Yield2.97%0.77%

5 years, per year+9.7%[…]

3 years, per year+14.8%[…]

Worst drop · 1Y−7.6%−8.1%

Volatility · 1Y10.8%12.9%

4–0measures won
RLY first

2.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: RLY, EMPB

Today

2.6%most shared, RLY and EMPB

RLYEMPB

RLY—2.6%

EMPB2.6%—

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

Income After Fees on $10,000

$247most kept, RLY

RLY$297 − $50 = $247

EMPB$77 − $221 = −$144

KeptFee

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