SPIN vs SPY

ASPIN

BSPY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income5.14%SPIN · $514 on $10k

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

Held in common57.8%SPIN and SPY

SPIN

SPY

State Street US Equity Premium Income ETF · $46MState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.25%Expense ratio$25 · $9 on $10k · lower wins0.09%

5.14%12-mo yield$514 · $103 on $10k1.03%

−9.8%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPIN · SPY

8.4%NVDA6.9%

6.5%AAPL7.9%

8.0%MSFT6.3%

5.2%AMZN4.0%

Held in common57.8%

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	ASPIN	State Street US Equity Premium Income ETFRead Desk		0.25%	5.14%	+0.4%	+2.8%	+4.6%	new	new	−9.8%	$46M

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	ASPIN	State Street US Equity Premium Income ETFRead Desk		0.25%	5.14%	+0.4%	+2.8%	+4.6%	new	new	−9.8%	$46M

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

SPIN vs SPY

SPIN

US Equity Premium Income

[…]

SPY

SPDR S&P 500

$17,118

MeasureSPINSPY

Fee0.25%0.09%

Cost on $10k a year$25$9

Yield5.14%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y12.9%13.6%

2–2measures won
level

57.8%

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: SPIN, SPY

Today

57.8%most shared, SPIN and SPY

SPINSPY

SPIN—57.8%

SPY57.8%—

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

Income After Fees on $10,000

$489most kept, SPIN

SPIN$514 − $25 = $489

SPY$103 − $9 = $94

KeptFee

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