SGDM vs SPY

ASGDM

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$29,458SGDM · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common0.2%SGDM and SPY

SGDM

SPY

Sprott Gold Miners ETF · $628MState Street SPDR S&P 500 ETF · $819B

+49.0%3 years · per year$33,096 · $18,039+21.7%

+24.1%5 years · per year$29,458 · $17,118+11.3%

0.46%Expense ratio$46 · $9 on $10k · lower wins0.09%

0.98%12-mo yield$98 · $103 on $10k1.03%

−38.3%Worst dropSmaller wins−8.9%

50.8%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSGDM · SPY

8.0%NEM0.2%

Held in common0.2%

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	ASGDM	Sprott Gold Miners ETFRead Desk		0.46%	0.98%	+2.6%	+7.0%	+30.4%	+49.0%	+24.1%	−38.3%	$628M
2	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

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	ASGDM	Sprott Gold Miners ETFRead Desk		0.46%	0.98%	+2.6%	+7.0%	+30.4%	+49.0%	+24.1%	−38.3%	$628M
2	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

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

SGDM vs SPY

SGDM

Sprott Gold Miners

$29,458

SPY

SPDR S&P 500

$17,118

MeasureSGDMSPY

Fee0.46%0.09%

Cost on $10k a year$46$9

Yield0.98%1.03%

5 years, per year+24.1%+11.3%

3 years, per year+49.0%+21.7%

Worst drop · 1Y−38.3%−8.9%

Volatility · 1Y50.8%13.6%

3–2measures won
SPY first

0.2%

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: SGDM, SPY

Today

0.2%most shared, SGDM and SPY

SGDMSPY

SGDM—0.2%

SPY0.2%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

SGDM$98 − $46 = $52

KeptFee

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