SPTM vs SPY

ASPTM

BSPY

Measures won4–2SPTM wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · SPTM $16,878

Lowest cost0.03%SPTM · $3 on $10k

Most income1.10%SPTM · $110 on $10k

Smallest drop−8.7%SPTM · worst fall in 1Y

Held in common92.4%SPTM and SPY

SPTM

SPY

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0BState Street SPDR S&P 500 ETF · $805B

+21.7%3 years · per year$18,043 · $18,174+22.0%

+11.0%5 years · per year$16,878 · $17,099+11.3%

0.03%Expense ratio$3 · $9 on $10k · lower wins0.09%

1.10%12-mo yield$110 · $103 on $10k1.03%

−8.7%Worst dropSmaller wins−8.9%

13.5%VolatilityLower wins13.6%

4–2SPTM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPTM · SPY

7.1%AAPL7.7%

6.8%NVDA7.3%

5.8%MSFT6.2%

3.6%AMZN3.9%

Held in common92.4%

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.10%	−4.3%	+8.7%	+10.2%	+21.7%	+11.0%	−8.7%	$14.0B

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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.10%	−4.3%	+8.7%	+10.2%	+21.7%	+11.0%	−8.7%	$14.0B

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

SPTM vs SPY

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$16,878

SPY

SPDR S&P 500

$17,099

MeasureSPTMSPY

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield1.10%1.03%

5 years, per year+11.0%+11.3%

3 years, per year+21.7%+22.0%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y13.5%13.6%

4–2measures won
SPTM first

92.4%

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: SPTM, SPY

Today

92.4%most shared, SPTM and SPY

SPTMSPY

SPTM—92.4%

SPY92.4%—

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

Income After Fees on $10,000

$107most kept, SPTM

SPTM$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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