SIO vs SPY

ASIO

BSPY

Measures won3–2SIO wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income7.01%SIO · $701 on $10k

Smallest drop−3.6%SIO · worst fall in 1Y

Held in common1.1%SIO and SPY

SIO

SPY

Touchstone Strategic Income ETF · $287MState Street SPDR S&P 500 ETF · $805B

+7.9%3 years · per year$12,554 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.82%Expense ratio$82 · $9 on $10k · lower wins0.09%

7.01%12-mo yield$701 · $103 on $10k1.03%

−3.6%Worst dropSmaller wins−8.9%

4.0%VolatilityLower wins13.6%

3–2SIO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIO · SPY

0.2%JNJ1.0%

0.2%XOM1.0%

0.2%IBM0.4%

0.2%RTX0.4%

Held in common1.1%

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%	$804.8B
2	ASIO	Touchstone Strategic Income ETFRead Desk		0.82%	7.01%	−0.2%	+0.4%	+1.4%	+7.9%	new	−3.6%	$287M

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%	$804.8B
2	ASIO	Touchstone Strategic Income ETFRead Desk		0.82%	7.01%	−0.2%	+0.4%	+1.4%	+7.9%	new	−3.6%	$287M

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

SIO vs SPY

SIO

Touchstone Strategic Income

[…]

SPY

SPDR S&P 500

$17,099

MeasureSIOSPY

Fee0.82%0.09%

Cost on $10k a year$82$9

Yield7.01%1.03%

5 years, per year[…]+11.3%

3 years, per year+7.9%+22.0%

Worst drop · 1Y−3.6%−8.9%

Volatility · 1Y4.0%13.6%

3–2measures won
SIO first

1.1%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SIO, SPY

Today

1.1%most shared, SIO and SPY

SIOSPY

SIO—1.1%

SPY1.1%—

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

Income After Fees on $10,000

$619most kept, SIO

SIO$701 − $82 = $619

SPY$103 − $9 = $94

KeptFee

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