SEIX vs SPYM

ASEIX

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · SEIX $13,221

Lowest cost0.02%SPYM · $2 on $10k

Most income6.95%SEIX · $695 on $10k

Smallest drop−1.2%SEIX · worst fall in 1Y

Held in common0.0%SEIX and SPYM

SEIX

SPYM

Virtus Seix Senior Loan ETF · $303MState Street SPDR Portfolio S&P 500 ETF · $182B

+6.9%3 years · per year$12,232 · $18,222+22.1%

+5.7%5 years · per year$13,221 · $17,164+11.4%

0.57%Expense ratio$57 · $2 on $10k · lower wins0.02%

6.95%12-mo yield$695 · $106 on $10k1.06%

−1.2%Worst dropSmaller wins−8.9%

1.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSEIX · SPYM

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

Held in common0.0%

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	ASEIX	Virtus Seix Senior Loan ETFRead Desk		0.57%	6.95%	+0.2%	+4.2%	+5.3%	+6.9%	+5.7%	−1.2%	$303M

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	ASEIX	Virtus Seix Senior Loan ETFRead Desk		0.57%	6.95%	+0.2%	+4.2%	+5.3%	+6.9%	+5.7%	−1.2%	$303M

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

Cards for this view

SEIX vs SPYM

SEIX

Virtus Seix Senior Loan

$13,221

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureSEIXSPYM

Fee0.57%0.02%

Cost on $10k a year$57$2

Yield6.95%1.06%

5 years, per year+5.7%+11.4%

3 years, per year+6.9%+22.1%

Worst drop · 1Y−1.2%−8.9%

Volatility · 1Y1.8%13.6%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SEIX, SPYM

Today

0.0%most shared, SEIX and SPYM

SEIXSPYM

SEIX—0.0%

SPYM0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$638most kept, SEIX

SEIX$695 − $57 = $638

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee