SLX vs SPY

ASLX

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$20,802SLX · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.37%SLX · $137 on $10k

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

Held in common0.1%SLX and SPY

SLX

SPY

VanEck Steel ETF · $151MState Street SPDR S&P 500 ETF · $805B

+18.5%3 years · per year$16,629 · $18,174+22.0%

+15.8%5 years · per year$20,802 · $17,099+11.3%

0.55%Expense ratio$55 · $9 on $10k · lower wins0.09%

1.37%12-mo yield$137 · $103 on $10k1.03%

−16.3%Worst dropSmaller wins−8.9%

24.2%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSLX · SPY

7.5%NUE0.1%

5.6%STLD0.0%

Held in common0.1%

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	ASLX	VanEck Steel ETFRead Desk		0.55%	1.37%	−3.5%	+13.4%	+28.2%	+18.5%	+15.8%	−16.3%	$151M
2	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

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	ASLX	VanEck Steel ETFRead Desk		0.55%	1.37%	−3.5%	+13.4%	+28.2%	+18.5%	+15.8%	−16.3%	$151M
2	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

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

SLX vs SPY

SLX

VanEck Steel

$20,802

SPY

SPDR S&P 500

$17,099

MeasureSLXSPY

Fee0.55%0.09%

Cost on $10k a year$55$9

Yield1.37%1.03%

5 years, per year+15.8%+11.3%

3 years, per year+18.5%+22.0%

Worst drop · 1Y−16.3%−8.9%

Volatility · 1Y24.2%13.6%

4–2measures won
SPY first

0.1%

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: SLX, SPY

Today

0.1%most shared, SLX and SPY

SLXSPY

SLX—0.1%

SPY0.1%—

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

SLX$137 − $55 = $82

KeptFee

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