ROE vs SPYM

AROE

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.7%ROE · worst fall in 1Y

Held in common29.1%ROE and SPYM

ROE

SPYM

Astoria US Equal Weight Quality Kings ETF · $243MState Street SPDR Portfolio S&P 500 ETF · $179B

+23.7%3 years · per year$18,943 · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.49%Expense ratio$49 · $2 on $10k · lower wins0.02%

0.86%12-mo yield$86 · $103 on $10k1.03%

−8.7%Worst dropSmaller wins−8.9%

15.8%VolatilityLower wins13.7%

2–3SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROE · SPYM

1.2%LLY1.7%

1.2%BRK-B1.7%

1.2%V1.1%

1.1%AMZN4.0%

Held in common29.1%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	AROE	Astoria US Equal Weight Quality Kings ETFRead Desk	0.49%	0.86%	+2.7%	+20.8%	+23.6%	+23.7%	new	−8.7%	$243M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	AROE	Astoria US Equal Weight Quality Kings ETFRead Desk	0.49%	0.86%	+2.7%	+20.8%	+23.6%	+23.7%	new	−8.7%	$243M

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

ROE vs SPYM

ROE

Astoria US Equal Weight Quality Kings

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureROESPYM

Fee0.49%0.02%

Cost on $10k a year$49$2

Yield0.86%1.03%

5 years, per year[…]+11.9%

3 years, per year+23.7%+22.0%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y15.8%13.7%

3–2measures won
SPYM first

29.1%

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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

Overlap: ROE, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

ROESPYMIVV

ROE—29.1%29.1%

SPYM29.1%—99.9%

IVV29.1%99.9%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

ROE$86 − $49 = $37

KeptFee

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