SCIO vs SPYM

ASCIO

BSPYM

Measures won3–1SCIO wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · SPY $17,493

Lowest cost0.02%SPYM · $2 on $10k

Most income5.64%SCIO · $564 on $10k

Smallest drop−2.7%SCIO · worst fall in 1Y

Held in common[…]SCIO and SPYM

SCIO

SPYM

First Trust Structured Credit Income Opportunities ETF · $580MState Street SPDR Portfolio S&P 500 ETF · $179B

[…]3 years · per year[…] · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.70%Expense ratio$70 · $2 on $10k · lower wins0.02%

5.64%12-mo yield$564 · $103 on $10k1.03%

−2.7%Worst dropSmaller wins−8.9%

2.7%VolatilityLower wins13.7%

3–1SCIO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSCIO · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
4	ASCIO	First Trust Structured Credit Income Opportunities ETFRead Desk	0.70%	5.64%	+0.1%	+2.2%	+3.1%	new	new	−2.7%	$580M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.1%	−0.7%	0.0%	+6.6%	+1.0%	−4.9%	$66.6B
4	ASCIO	First Trust Structured Credit Income Opportunities ETFRead Desk	0.70%	5.64%	+0.1%	+2.2%	+3.1%	new	new	−2.7%	$580M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCIO vs SPYM

SCIO

First Trust Structured Credit Income Opportunities

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureSCIOSPYM

Fee0.70%0.02%

Cost on $10k a year$70$2

Yield5.64%1.03%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−2.7%−8.9%

Volatility · 1Y2.7%13.7%

3–1measures won
SCIO first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SCIO, SPYM, VCIT, SPY

Today

99.9%most shared, SPYM and SPY

SCIOSPYMVCITSPY

SCIO—[…][…][…]

SPYM[…]—[…]99.9%

VCIT[…][…]—[…]

SPY[…]99.9%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

SCIO$564 − $70 = $494

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee