RMCA vs SPY

ARMCA

BSPY

Measures won3–1RMCA wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY

Lowest cost0.09%SPY · $9 on $10k

Most income4.39%RMCA · $439 on $10k

Smallest drop−7.7%RMCA · worst fall in 1Y

Held in common[…]RMCA and SPY

RMCA

SPY

Rockefeller California Municipal Bond ETF · $19MState Street SPDR S&P 500 ETF · $778B

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

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

0.55%Expense ratio$55 · $9 on $10k · lower wins0.09%

4.39%12-mo yield$439 · $101 on $10k1.01%

−7.7%Worst dropSmaller wins−8.9%

4.4%VolatilityLower wins13.7%

3–1RMCA wins

$10,000 · 5 yearsOne scale

Shared top holdingsRMCA · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	ARMCA	Rockefeller California Municipal Bond ETFRead Desk		0.55%	4.39%	0.0%	+1.4%	+1.3%	new	new	−7.7%	$19M

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	ARMCA	Rockefeller California Municipal Bond ETFRead Desk		0.55%	4.39%	0.0%	+1.4%	+1.3%	new	new	−7.7%	$19M

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

RMCA vs SPY

RMCA

Rockefeller California Municipal Bond

[…]

SPY

SPDR S&P 500

$17,493

MeasureRMCASPY

Fee0.55%0.09%

Cost on $10k a year$55$9

Yield4.39%1.01%

5 years, per year[…]+11.8%

3 years, per year[…]+21.9%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y4.4%13.7%

3–1measures won
RMCA first

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: RMCA, SPY

Today

[…]holdings […]

RMCASPY

RMCA—[…]

SPY[…]—

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

Income After Fees on $10,000

$384most kept, RMCA

RMCA$439 − $55 = $384

SPY$101 − $9 = $92

KeptFee

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