SHE vs SPY

ASHE

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,118SPY · SHE $14,801

Lowest cost0.09%SPY · $9 on $10k

Most income1.18%SHE · $118 on $10k

Smallest drop−8.6%SHE · worst fall in 1Y

Held in common41.9%SHE and SPY

SHE

SPY

State Street SPDR MSCI USA Gender Diversity ETF · $344MState Street SPDR S&P 500 ETF · $819B

+22.0%3 years · per year$18,152 · $18,039+21.7%

+8.2%5 years · per year$14,801 · $17,118+11.3%

0.20%Expense ratio$20 · $9 on $10k · lower wins0.09%

1.18%12-mo yield$118 · $103 on $10k1.03%

−8.6%Worst dropSmaller wins−8.9%

14.9%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSHE · SPY

5.4%MSFT6.3%

4.0%NVDA6.9%

3.5%JPM1.4%

3.4%MU1.2%

Held in common41.9%

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	ASHE	State Street SPDR MSCI USA Gender Diversity ETFRead Desk		0.20%	1.18%	+0.6%	+13.2%	+15.1%	+22.0%	+8.2%	−8.6%	$344M

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	ASHE	State Street SPDR MSCI USA Gender Diversity ETFRead Desk		0.20%	1.18%	+0.6%	+13.2%	+15.1%	+22.0%	+8.2%	−8.6%	$344M

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

SHE vs SPY

SHE

SPDR MSCI USA Gender Diversity

$14,801

SPY

SPDR S&P 500

$17,118

MeasureSHESPY

Fee0.20%0.09%

Cost on $10k a year$20$9

Yield1.18%1.03%

5 years, per year+8.2%+11.3%

3 years, per year+22.0%+21.7%

Worst drop · 1Y−8.6%−8.9%

Volatility · 1Y14.9%13.6%

3–3measures won
level

41.9%

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: SHE, SPY

Today

41.9%most shared, SHE and SPY

SHESPY

SHE—41.9%

SPY41.9%—

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

Income After Fees on $10,000

$98most kept, SHE

SHE$118 − $20 = $98

SPY$103 − $9 = $94

KeptFee

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