ROBO vs SPY

AROBO

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · ROBO $11,316

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common4.1%ROBO and SPY

ROBO

SPY

ROBO Global Robotics and Automation Index ETF · $1.9BState Street SPDR S&P 500 ETF · $798B

+18.1%3 years · per year$16,476 · $19,132+24.1%

+2.5%5 years · per year$11,316 · $18,060+12.6%

0.95%Expense ratio$95 · $9 on $10k · lower wins0.09%

0.39%12-mo yield$39 · $99 on $10k0.99%

−17.6%Worst dropSmaller wins−8.9%

27.4%VolatilityLower wins12.9%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsROBO · SPY

1.3%TSLA1.7%

1.2%NVDA7.7%

1.3%QCOM0.3%

1.3%DE0.3%

Held in common4.1%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	AROBO	ROBO Global Robotics and Automation Index ETFRead Desk		0.95%	0.39%	+0.3%	+7.8%	+7.6%	+18.1%	+2.5%	−17.6%	$1.9B

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	AROBO	ROBO Global Robotics and Automation Index ETFRead Desk		0.95%	0.39%	+0.3%	+7.8%	+7.6%	+18.1%	+2.5%	−17.6%	$1.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ROBO vs SPY

ROBO

ROBO Global Robotics and Automation Index

$11,316

SPY

SPDR S&P 500

$18,060

MeasureROBOSPY

Fee0.95%0.09%

Cost on $10k a year$95$9

Yield0.39%0.99%

5 years, per year+2.5%+12.6%

3 years, per year+18.1%+24.1%

Worst drop · 1Y−17.6%−8.9%

Volatility · 1Y27.4%12.9%

6–0measures won
SPY first

4.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: ROBO, SPY

Today

4.1%most shared, ROBO and SPY

ROBOSPY

ROBO—4.1%

SPY4.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

ROBO$39 − $95 = −$56

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee