SAWG vs SPYM

ASAWG

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common38.2%SAWG and SPYM

SAWG

SPYM

AAM Sawgrass US Large Cap Quality Growth ETF · $3MState Street SPDR Portfolio S&P 500 ETF · $178B

[…]3 years · per year[…] · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.49%Expense ratio$49 · $2 on $10k · lower wins0.02%

0.26%12-mo yield$26 · $105 on $10k1.05%

−11.4%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins13.6%

0–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSAWG · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
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 SPYM

SAWG

AAM Sawgrass US Large Cap Quality Growth

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureSAWGSPYM

Fee0.49%0.02%

Cost on $10k a year$49$2

Yield0.26%1.05%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y14.2%13.6%

4–0measures won
SPYM 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%

$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: SAWG, SPYM

Today

38.2%most shared, SAWG and SPYM

SAWGSPYM

SAWG—38.2%

SPYM38.2%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SAWG$26 − $49 = −$23

KeptFee

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