RTH vs SPY

ARTH

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · RTH $15,730

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common7.9%RTH and SPY

RTH

SPY

VanEck Retail ETF · $261MState Street SPDR S&P 500 ETF · $805B

+19.7%3 years · per year$17,160 · $18,174+22.0%

+9.5%5 years · per year$15,730 · $17,099+11.3%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

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

−8.7%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsRTH · SPY

19.0%AMZN3.9%

12.5%WMT0.9%

9.1%COST0.7%

5.2%HD0.5%

Held in common7.9%

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ARTH	VanEck Retail ETFRead Desk		0.35%	0.86%	−1.3%	+12.3%	+12.0%	+19.7%	+9.5%	−8.7%	$261M

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ARTH	VanEck Retail ETFRead Desk		0.35%	0.86%	−1.3%	+12.3%	+12.0%	+19.7%	+9.5%	−8.7%	$261M

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

Cards for this view

RTH vs SPY

RTH

VanEck Retail

$15,730

SPY

SPDR S&P 500

$17,099

MeasureRTHSPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield0.86%1.03%

5 years, per year+9.5%+11.3%

3 years, per year+19.7%+22.0%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y14.6%13.6%

5–1measures won
SPY first

7.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RTH, SPY

Today

7.9%most shared, RTH and SPY

RTHSPY

RTH—7.9%

SPY7.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

RTH$86 − $35 = $51

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee