SHRY vs SPY

ASHRY

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income1.54%SHRY · $154 on $10k

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

Held in common14.9%SHRY and SPY

SHRY

SPY

First Trust Bloomberg Shareholder Yield ETF · $17MState Street SPDR S&P 500 ETF · $778B

+18.4%3 years · per year$16,617 · $18,118+21.9%

+9.2%5 years · per year$15,492 · $17,493+11.8%

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

1.54%12-mo yield$154 · $101 on $10k1.01%

−7.6%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSHRY · SPY

1.5%V1.1%

1.9%XOM1.1%

1.0%JNJ1.0%

1.1%MA0.8%

Held in common14.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ASHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk	0.60%	1.54%	+1.0%	+16.5%	+20.2%	+18.4%	+9.2%	−7.6%	$17M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ASHRY	First Trust Bloomberg Shareholder Yield ETFRead Desk	0.60%	1.54%	+1.0%	+16.5%	+20.2%	+18.4%	+9.2%	−7.6%	$17M

End-of-day Nov 9, 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

$15,493

SPY

SPDR S&P 500

$17,493

MeasureSHRYSPY

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield1.54%1.01%

5 years, per year+9.2%+11.8%

3 years, per year+18.4%+21.9%

Worst drop · 1Y−7.6%−8.9%

Volatility · 1Y13.3%13.7%

3–3measures won
level

14.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SHRY, SPY, IVV

Today

99.9%most shared, SPY and IVV

SHRYSPYIVV

SHRY—14.9%14.9%

SPY14.9%—99.9%

IVV14.9%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SHRY$154 − $60 = $94

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee