SHRY vs SPY

ASHRY

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · SHRY $15,646

Lowest cost0.09%SPY · $9 on $10k

Most income1.53%SHRY · $153 on $10k

Smallest drop−7.6%SHRY · worst fall in 1Y

Held in common14.7%SHRY and SPY

SHRY

SPY

First Trust Bloomberg Shareholder Yield ETF · $17MState Street SPDR S&P 500 ETF · $819B

+19.5%3 years · per year$17,056 · $18,174+22.0%

+9.4%5 years · per year$15,646 · $17,099+11.3%

0.60%Expense ratio$60 · $9 on $10k · lower wins0.09%

1.53%12-mo yield$153 · $103 on $10k1.03%

−7.6%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSHRY · SPY

1.5%V1.1%

1.9%XOM1.0%

1.0%JNJ1.0%

1.1%MA0.8%

Held in common14.7%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	ASHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk		0.60%	1.53%	−2.1%	+16.9%	+20.4%	+19.5%	+9.4%	−7.6%	$17M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	ASHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk		0.60%	1.53%	−2.1%	+16.9%	+20.4%	+19.5%	+9.4%	−7.6%	$17M

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

SHRY vs SPY

SHRY

First Trust Bloomberg Shareholder Yield

$15,646

SPY

SPDR S&P 500

$17,099

MeasureSHRYSPY

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield1.53%1.03%

5 years, per year+9.4%+11.3%

3 years, per year+19.5%+22.0%

Worst drop · 1Y−7.6%−8.9%

Volatility · 1Y13.3%13.6%

3–3measures won
level

14.7%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SHRY, SPY

Today

14.7%most shared, SHRY and SPY

SHRYSPY

SHRY—14.7%

SPY14.7%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

SHRY$153 − $60 = $93

KeptFee

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