SFYI vs SPY

ASFYI

BSPY

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income6.60%SFYI · $660 on $10k

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

Held in common40.9%SFYI and SPY

SFYI

SPY

SoFi Social 50 Income ETF · $2MState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.73%Expense ratio$73 · $9 on $10k · lower wins0.09%

6.60%12-mo yield$660 · $103 on $10k1.03%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.6%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsSFYI · SPY

6.2%NVDA6.9%

4.3%MSFT6.3%

4.3%AAPL7.9%

9.4%AMZN4.0%

Held in common40.9%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ASFYI	SoFi Social 50 Income ETFRead Desk		0.73%	6.60%	+2.1%	new	new	new	new	[…]	$2M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ASFYI	SoFi Social 50 Income ETFRead Desk		0.73%	6.60%	+2.1%	new	new	new	new	[…]	$2M

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

SFYI vs SPY

SFYI

SoFi Social 50 Income

[…]

SPY

SPDR S&P 500

$17,118

MeasureSFYISPY

Fee0.73%0.09%

Cost on $10k a year$73$9

Yield6.60%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.6%

1–1measures won
level

40.9%

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: SFYI, SPY

Today

40.9%most shared, SFYI and SPY

SFYISPY

SFYI—40.9%

SPY40.9%—

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

Income After Fees on $10,000

$587most kept, SFYI

SFYI$660 − $73 = $587

SPY$103 − $9 = $94

KeptFee

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