SDTY vs SPY

ASDTY

BSPY

Measures won3–1SDTY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income29.08%SDTY · $2,908 on $10k

Smallest drop−8.0%SDTY · worst fall in 1Y

Held in common[…]SDTY and SPY

SDTY

SPY

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $41MState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

1.08%Expense ratio$108 · $9 on $10k · lower wins0.09%

29.08%12-mo yield$2,908 · $99 on $10k0.99%

−8.0%Worst dropSmaller wins−8.9%

11.8%VolatilityLower wins12.9%

3–1SDTY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDTY · SPY

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

Held in common[…]

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ASDTY	YieldMax S&P 500 0DTE Covered Call Strategy ETFRead Desk		1.08%	29.08%	+1.3%	+12.2%	+13.8%	new	new	−8.0%	$41M

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ASDTY	YieldMax S&P 500 0DTE Covered Call Strategy ETFRead Desk		1.08%	29.08%	+1.3%	+12.2%	+13.8%	new	new	−8.0%	$41M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SDTY vs SPY

SDTY

YieldMax S&P 500 0DTE Covered Call Strategy

[…]

SPY

SPDR S&P 500

$18,060

MeasureSDTYSPY

Fee1.08%0.09%

Cost on $10k a year$108$9

Yield29.08%0.99%

5 years, per year[…]+12.6%

3 years, per year[…]+24.1%

Worst drop · 1Y−8.0%−8.9%

Volatility · 1Y11.8%12.9%

3–1measures won
SDTY first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SDTY, SPY

Today

[…]holdings […]

SDTYSPY

SDTY—[…]

SPY[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,800most kept, SDTY

SDTY$2,908 − $108 = $2,800

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee