SPTS vs SPY

ASPTS

BSPY

Measures won4–2SPTS wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · SPTS $11,115

Lowest cost0.03%SPTS · $3 on $10k

Most income3.86%SPTS · $386 on $10k

Smallest drop−1.0%SPTS · worst fall in 1Y

Held in common[…]SPTS and SPY

SPTS

SPY

State Street SPDR Portfolio Short Term Treasury ETF · $7.4BState Street SPDR S&P 500 ETF · $778B

+4.3%3 years · per year$11,343 · $18,039+21.7%

+2.1%5 years · per year$11,115 · $17,118+11.3%

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

3.86%12-mo yield$386 · $103 on $10k1.03%

−1.0%Worst dropSmaller wins−8.9%

1.3%VolatilityLower wins13.6%

4–2SPTS wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPTS · SPY

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

Held in common[…]

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%	$777.7B
2	ASPTS	State Street SPDR Portfolio Short Term Treasury ETFRead Desk		0.03%	3.86%	0.0%	+1.6%	+2.5%	+4.3%	+2.1%	−1.0%	$7.4B

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%	$777.7B
2	ASPTS	State Street SPDR Portfolio Short Term Treasury ETFRead Desk		0.03%	3.86%	0.0%	+1.6%	+2.5%	+4.3%	+2.1%	−1.0%	$7.4B

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

SPTS vs SPY

SPTS

SPDR Portfolio Short Term Treasury

$11,115

SPY

SPDR S&P 500

$17,118

MeasureSPTSSPY

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield3.86%1.03%

5 years, per year+2.1%+11.3%

3 years, per year+4.3%+21.7%

Worst drop · 1Y−1.0%−8.9%

Volatility · 1Y1.3%13.6%

4–2measures won
SPTS first

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SPTS, SPY

Today

[…]holdings […]

SPTSSPY

SPTS—[…]

SPY[…]—

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

Income After Fees on $10,000

$383most kept, SPTS

SPTS$386 − $3 = $383

SPY$103 − $9 = $94

KeptFee

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