SOXY vs SPYM

ASOXY

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income12.00%SOXY · $1,200 on $10k

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

Held in common16.1%SOXY and SPYM

SOXY

SPYM

YieldMax Target 12 Semiconductor Option Income ETF · $60MState Street SPDR Portfolio S&P 500 ETF · $185B

[…]3 years · per year[…] · $19,092+24.1%

[…]5 years · per year[…] · $17,749+12.2%

1.06%Expense ratio$106 · $2 on $10k · lower wins0.02%

12.00%12-mo yield$1,200 · $103 on $10k1.03%

−29.0%Worst dropSmaller wins−8.9%

43.5%VolatilityLower wins12.7%

1–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXY · SPYM

6.8%NVDA7.8%

4.5%AVGO2.5%

4.8%MU1.6%

5.8%AMD1.4%

Held in common16.1%

End-of-day Nov 3, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	12.00%	+1.3%	+45.4%	+43.5%	new	new	−29.0%	$60M

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	12.00%	+1.3%	+45.4%	+43.5%	new	new	−29.0%	$60M

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

Cards for this view

SOXY vs SPYM

SOXY

YieldMax Target 12 Semiconductor Option Income

[…]

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureSOXYSPYM

Fee1.06%0.02%

Cost on $10k a year$106$2

Yield12.00%1.03%

5 years, per year[…]+12.2%

3 years, per year[…]+24.1%

Worst drop · 1Y−29.0%−8.9%

Volatility · 1Y43.5%12.7%

3–1measures won
SPYM first

16.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SOXY, SPYM

Today

16.1%most shared, SOXY and SPYM

SOXYSPYM

SOXY—16.1%

SPYM16.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,094most kept, SOXY

SOXY$1,200 − $106 = $1,094

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee