SOXY vs SPY

ASOXY

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income14.41%SOXY · $1,441 on $10k

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

Held in common15.1%SOXY and SPY

SOXY

SPY

YieldMax Target 12 Semiconductor Option Income ETF · $61MState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $18,174+22.0%

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

1.06%Expense ratio$106 · $9 on $10k · lower wins0.09%

14.41%12-mo yield$1,441 · $103 on $10k1.03%

−38.6%Worst dropSmaller wins−8.9%

45.3%VolatilityLower wins13.6%

1–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXY · SPY

6.9%NVDA7.3%

4.7%AVGO2.3%

4.7%MU1.4%

6.1%AMD1.2%

Held in common15.1%

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	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	14.41%	−11.7%	+24.3%	+26.7%	new	new	−38.6%	$61M

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	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	14.41%	−11.7%	+24.3%	+26.7%	new	new	−38.6%	$61M

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

SOXY vs SPY

SOXY

YieldMax Target 12 Semiconductor Option Income

[…]

SPY

SPDR S&P 500

$17,099

MeasureSOXYSPY

Fee1.06%0.09%

Cost on $10k a year$106$9

Yield14.41%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y−38.6%−8.9%

Volatility · 1Y45.3%13.6%

3–1measures won
SPY first

15.1%

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: SOXY, SPY

Today

15.1%most shared, SOXY and SPY

SOXYSPY

SOXY—15.1%

SPY15.1%—

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

Income After Fees on $10,000

$1,335most kept, SOXY

SOXY$1,441 − $106 = $1,335

SPY$103 − $9 = $94

KeptFee

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