SFY vs SPYM

ASFY

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,516SFY · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common75.0%SFY and SPYM

SFY

SPYM

SoFi Select 500 ETF · $687MState Street SPDR Portfolio S&P 500 ETF · $182B

+25.0%3 years · per year$19,536 · $18,082+21.8%

+11.9%5 years · per year$17,516 · $17,192+11.4%

0.19%Expense ratio$19 · $2 on $10k · lower wins0.02%

0.88%12-mo yield$88 · $105 on $10k1.05%

−10.8%Worst dropSmaller wins−8.9%

17.7%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSFY · SPYM

13.7%NVDA6.9%

5.1%AAPL7.9%

4.2%MSFT6.3%

3.0%AMZN4.0%

Held in common75.0%

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

Both

5Y2 funds

#			Trend
1	ASFY	SoFi Select 500 ETFRead Desk		0.19%	0.88%	+1.2%	+7.9%	+7.9%	+25.0%	+11.9%	−10.8%	$687M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B

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

Both

5Y2 funds

#			Trend
1	ASFY	SoFi Select 500 ETFRead Desk		0.19%	0.88%	+1.2%	+7.9%	+7.9%	+25.0%	+11.9%	−10.8%	$687M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B

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

SFY vs SPYM

SFY

SoFi Select 500

$17,516

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureSFYSPYM

Fee0.19%0.02%

Cost on $10k a year$19$2

Yield0.88%1.05%

5 years, per year+11.9%+11.4%

3 years, per year+25.0%+21.8%

Worst drop · 1Y−10.8%−8.9%

Volatility · 1Y17.7%13.6%

4–2measures won
SPYM first

75.0%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SFY, SPYM

Today

75.0%most shared, SFY and SPYM

SFYSPYM

SFY—75.0%

SPYM75.0%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SFY$88 − $19 = $69

KeptFee

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