ROKT vs SPYM

AROKT

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$25,650ROKT · SPYM $17,553

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common2.1%ROKT and SPYM

ROKT

SPYM

State Street SPDR S&P Kensho Final Frontiers ETF · $138MState Street SPDR Portfolio S&P 500 ETF · $179B

+37.5%3 years · per year$26,010 · $18,161+22.0%

+20.7%5 years · per year$25,650 · $17,553+11.9%

0.45%Expense ratio$45 · $2 on $10k · lower wins0.02%

0.21%12-mo yield$21 · $103 on $10k1.03%

−31.7%Worst dropSmaller wins−8.9%

33.8%VolatilityLower wins13.7%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsROKT · SPYM

4.0%RTX0.4%

2.6%APH0.3%

2.5%ADI0.3%

3.1%BA0.2%

Held in common2.1%

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

Both

5Y2 funds

#			Trend
1	AROKT	State Street SPDR S&P Kensho Final Frontiers ETFRead Desk		0.45%	0.21%	+5.5%	+19.9%	+31.9%	+37.5%	+20.7%	−31.7%	$138M
2	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

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	AROKT	State Street SPDR S&P Kensho Final Frontiers ETFRead Desk		0.45%	0.21%	+5.5%	+19.9%	+31.9%	+37.5%	+20.7%	−31.7%	$138M
2	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

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

ROKT vs SPYM

ROKT

SPDR S&P Kensho Final Frontiers

$25,650

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureROKTSPYM

Fee0.45%0.02%

Cost on $10k a year$45$2

Yield0.21%1.03%

5 years, per year+20.7%+11.9%

3 years, per year+37.5%+22.0%

Worst drop · 1Y−31.7%−8.9%

Volatility · 1Y33.8%13.7%

4–2measures won
SPYM first

2.1%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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: ROKT, SPYM

Today

2.1%most shared, ROKT and SPYM

ROKTSPYM

ROKT—2.1%

SPYM2.1%—

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

ROKT$21 − $45 = −$24

KeptFee

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