SCDS vs SPY

ASCDS

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SPY $17,118

Lowest cost0.03%VOO · $3 on $10k

Most income1.13%SCDS · $113 on $10k

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

Held in common0.2%SCDS and SPY

SCDS

SPY

JPMorgan Fundamental Data Science Small Core ETF · $10MState Street SPDR S&P 500 ETF · $819B

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

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

0.40%Expense ratio$40 · $9 on $10k · lower wins0.09%

1.13%12-mo yield$113 · $103 on $10k1.03%

−9.7%Worst dropSmaller wins−8.9%

17.7%VolatilityLower wins13.6%

1–3SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCDS · SPY

0.5%SLB0.1%

0.2%BE0.1%

0.2%ECHO0.0%

Held in common0.2%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	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
3	ASCDS	JPMorgan Fundamental Data Science Small Core ETFRead Desk	0.40%	1.13%	+0.6%	+18.7%	+20.2%	new	new	−9.7%	$10M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	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
3	ASCDS	JPMorgan Fundamental Data Science Small Core ETFRead Desk	0.40%	1.13%	+0.6%	+18.7%	+20.2%	new	new	−9.7%	$10M

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

SCDS vs SPY

SCDS

JPMorgan Fundamental Data Science Small Core

[…]

SPY

SPDR S&P 500

$17,118

MeasureSCDSSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield1.13%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y17.7%13.6%

3–1measures won
SPY first

0.2%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: SCDS, SPY, VOO

Today

92.2%most shared, SPY and VOO

SCDSSPYVOO

SCDS—0.2%0.3%

SPY0.2%—92.2%

VOO0.3%92.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPY$103 − $9 = $94

SCDS$113 − $40 = $73

KeptFee

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