SPEM vs SPY

ASPEM

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · SPEM $13,008

Lowest cost0.07%SPEM · $7 on $10k

Most income2.69%SPEM · $269 on $10k

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

Held in common0.0%SPEM and SPY

SPEM

SPY

State Street SPDR Portfolio Emerging Markets ETF · $16.2BState Street SPDR S&P 500 ETF · $819B

+17.0%3 years · per year$16,015 · $18,039+21.7%

+5.4%5 years · per year$13,008 · $17,118+11.3%

0.07%Expense ratio$7 · $9 on $10k · lower wins0.09%

2.69%12-mo yield$269 · $103 on $10k1.03%

−11.4%Worst dropSmaller wins−8.9%

18.2%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPEM · SPY

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

Held in common0.0%

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	ASPEM	State Street SPDR Portfolio Emerging Markets ETFRead Desk		0.07%	2.69%	+1.7%	+4.1%	+4.3%	+17.0%	+5.4%	−11.4%	$16.2B

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	ASPEM	State Street SPDR Portfolio Emerging Markets ETFRead Desk		0.07%	2.69%	+1.7%	+4.1%	+4.3%	+17.0%	+5.4%	−11.4%	$16.2B

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

SPEM vs SPY

SPEM

SPDR Portfolio Emerging Markets

$13,008

SPY

SPDR S&P 500

$17,118

MeasureSPEMSPY

Fee0.07%0.09%

Cost on $10k a year$7$9

Yield2.69%1.03%

5 years, per year+5.4%+11.3%

3 years, per year+17.0%+21.7%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y18.2%13.6%

4–2measures won
SPY first

0.0%

holdings shared

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: SPEM, SPY

Today

0.0%most shared, SPEM and SPY

SPEMSPY

SPEM—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$262most kept, SPEM

SPEM$269 − $7 = $262

SPY$103 − $9 = $94

KeptFee

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