ROKT vs SPY

AROKT

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$24,561ROKT · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common2.1%ROKT and SPY

ROKT

SPY

State Street SPDR S&P Kensho Final Frontiers ETF · $135MState Street SPDR S&P 500 ETF · $778B

+36.2%3 years · per year$25,255 · $18,039+21.7%

+19.7%5 years · per year$24,561 · $17,118+11.3%

0.45%Expense ratio$45 · $9 on $10k · lower wins0.09%

0.22%12-mo yield$22 · $103 on $10k1.03%

−31.7%Worst dropSmaller wins−8.9%

33.4%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsROKT · SPY

4.2%RTX0.4%

2.6%APH0.3%

2.5%ADI0.3%

3.2%BA0.2%

Held in common2.1%

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	AROKT	State Street SPDR S&P Kensho Final Frontiers ETFRead Desk		0.45%	0.22%	+3.5%	+13.6%	+22.6%	+36.2%	+19.7%	−31.7%	$135M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

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	AROKT	State Street SPDR S&P Kensho Final Frontiers ETFRead Desk		0.45%	0.22%	+3.5%	+13.6%	+22.6%	+36.2%	+19.7%	−31.7%	$135M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

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

ROKT vs SPY

ROKT

SPDR S&P Kensho Final Frontiers

$24,561

SPY

SPDR S&P 500

$17,118

MeasureROKTSPY

Fee0.45%0.09%

Cost on $10k a year$45$9

Yield0.22%1.03%

5 years, per year+19.7%+11.3%

3 years, per year+36.2%+21.7%

Worst drop · 1Y−31.7%−8.9%

Volatility · 1Y33.4%13.6%

4–2measures won
SPY first

2.1%

holdings shared

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

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

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

Overlap: ROKT, SPY

Today

2.1%most shared, ROKT and SPY

ROKTSPY

ROKT—2.1%

SPY2.1%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

ROKT$22 − $45 = −$23

KeptFee

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