RULE vs SPYM

ARULE

BSPYM

Measures won0–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common18.7%RULE and SPYM

RULE

SPYM

Adaptive Core ETF · $16MState Street SPDR Portfolio S&P 500 ETF · $182B

+13.0%3 years · per year$14,416 · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

2.24%Expense ratio$224 · $2 on $10k · lower wins0.02%

0.00%12-mo yield$0 · $106 on $10k1.06%

−25.4%Worst dropSmaller wins−8.9%

29.3%VolatilityLower wins13.6%

0–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsRULE · SPYM

2.9%MSFT6.2%

2.8%GOOGL2.6%

2.5%NVDA7.3%

2.3%AAPL7.7%

Held in common18.7%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	ARULE	Adaptive Core ETFRead Desk		2.24%	0.00%	−6.5%	+12.0%	+13.3%	+13.0%	new	−25.4%	$16M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	ARULE	Adaptive Core ETFRead Desk		2.24%	0.00%	−6.5%	+12.0%	+13.3%	+13.0%	new	−25.4%	$16M

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

RULE vs SPYM

RULE

Adaptive Core

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureRULESPYM

Fee2.24%0.02%

Cost on $10k a year$224$2

Yield0.00%1.06%

5 years, per year[…]+11.4%

3 years, per year+13.0%+22.1%

Worst drop · 1Y−25.4%−8.9%

Volatility · 1Y29.3%13.6%

5–0measures won
SPYM first

18.7%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RULE, SPYM

Today

18.7%most shared, RULE and SPYM

RULESPYM

RULE—18.7%

SPYM18.7%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

RULE$0 − $224 = −$224

KeptFee

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