SCHM vs SPYM

ASCHM

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SCHM $14,059

Lowest cost0.02%SPYM · $2 on $10k

Most income1.26%SCHM · $126 on $10k

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

Held in common1.9%SCHM and SPYM

SCHM

SPYM

Schwab U.S. Mid-Cap ETF · $14.9BState Street SPDR Portfolio S&P 500 ETF · $185B

+20.5%3 years · per year$17,507 · $19,092+24.1%

+7.1%5 years · per year$14,059 · $17,749+12.2%

0.03%Expense ratio$3 · $2 on $10k · lower wins0.02%

1.26%12-mo yield$126 · $103 on $10k1.03%

−9.3%Worst dropSmaller wins−8.9%

16.4%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHM · SPYM

0.5%PKG0.0%

0.5%OMC0.0%

0.4%VTRS0.0%

0.4%NI0.0%

Held in common1.9%

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	ASCHM	Schwab U.S. Mid-Cap ETFRead Desk		0.03%	1.26%	+0.2%	+18.1%	+20.7%	+20.5%	+7.1%	−9.3%	$14.9B

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	ASCHM	Schwab U.S. Mid-Cap ETFRead Desk		0.03%	1.26%	+0.2%	+18.1%	+20.7%	+20.5%	+7.1%	−9.3%	$14.9B

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

Cards for this view

SCHM vs SPYM

SCHM

Schwab U.S. Mid-Cap

$14,059

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureSCHMSPYM

Fee0.03%0.02%

Cost on $10k a year$3$2

Yield1.26%1.03%

5 years, per year+7.1%+12.2%

3 years, per year+20.5%+24.1%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y16.4%12.7%

5–1measures won
SPYM first

1.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SCHM, SPYM

Today

1.9%most shared, SCHM and SPYM

SCHMSPYM

SCHM—1.9%

SPYM1.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$123most kept, SCHM

SCHM$126 − $3 = $123

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee