SAWG vs SPY

ASAWG

BSPY

Measures won0–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

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 common38.2%SAWG and SPY

SAWG

SPY

AAM Sawgrass US Large Cap Quality Growth ETF · $3MState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.49%Expense ratio$49 · $9 on $10k · lower wins0.09%

0.26%12-mo yield$26 · $103 on $10k1.03%

−11.4%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins13.6%

0–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAWG · SPY

8.2%AAPL7.9%

6.4%NVDA6.9%

4.6%MSFT6.3%

6.6%GOOGL2.6%

Held in common38.2%

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	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%	$818.5B
2	ASAWG	AAM Sawgrass US Large Cap Quality Growth ETFRead Desk		0.49%	0.26%	+0.7%	+7.2%	+7.0%	new	new	−11.4%	$3M

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	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%	$818.5B
2	ASAWG	AAM Sawgrass US Large Cap Quality Growth ETFRead Desk		0.49%	0.26%	+0.7%	+7.2%	+7.0%	new	new	−11.4%	$3M

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

SAWG vs SPY

SAWG

AAM Sawgrass US Large Cap Quality Growth

[…]

SPY

SPDR S&P 500

$17,118

MeasureSAWGSPY

Fee0.49%0.09%

Cost on $10k a year$49$9

Yield0.26%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y14.2%13.6%

4–0measures won
SPY first

38.2%

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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SAWG, SPY

Today

38.2%most shared, SAWG and SPY

SAWGSPY

SAWG—38.2%

SPY38.2%—

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

SAWG$26 − $49 = −$23

KeptFee

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