SMHB vs SPY

ASMHB

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · SMHB $6,973

Lowest cost0.09%SPY · $9 on $10k

Most income21.56%SMHB · $2,156 on $10k

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

Held in common[…]SMHB and SPY

SMHB

SPY

ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B · $18MState Street SPDR S&P 500 ETF · $819B

+6.3%3 years · per year$12,007 · $18,039+21.7%

−7.0%5 years · per year$6,973 · $17,118+11.3%

0.85%Expense ratio$85 · $9 on $10k · lower wins0.09%

21.56%12-mo yield$2,156 · $103 on $10k1.03%

−26.9%Worst dropSmaller wins−8.9%

36.3%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMHB · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	ASMHB	ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series BRead Desk		0.85%	21.56%	−2.8%	+3.6%	+6.2%	+6.3%	−7.0%	−26.9%	$18M

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	ASMHB	ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series BRead Desk		0.85%	21.56%	−2.8%	+3.6%	+6.2%	+6.3%	−7.0%	−26.9%	$18M

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

SMHB vs SPY

SMHB

ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B

$6,973

SPY

SPDR S&P 500

$17,118

MeasureSMHBSPY

Fee0.85%0.09%

Cost on $10k a year$85$9

Yield21.56%1.03%

5 years, per year−7.0%+11.3%

3 years, per year+6.3%+21.7%

Worst drop · 1Y−26.9%−8.9%

Volatility · 1Y36.3%13.6%

5–1measures won
SPY first

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: SMHB, SPY

Today

[…]holdings […]

SMHBSPY

SMHB—[…]

SPY[…]—

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

Income After Fees on $10,000

$2,071most kept, SMHB

SMHB$2,156 − $85 = $2,071

SPY$103 − $9 = $94

KeptFee

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