SPXN vs SPY

ASPXN

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$18,221SPXN · SPY $17,688

Lowest cost0.09%SPXN · $9 on $10k

Most income1.01%SPY · $101 on $10k

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

Held in common85.8%SPXN and SPY

SPXN

SPY

ProShares - S&P 500 Ex-Financials ETF · $78MState Street SPDR S&P 500 ETF · $798B

+24.2%3 years · per year$19,143 · $19,046+24.0%

+12.7%5 years · per year$18,221 · $17,688+12.1%

0.09%Expense ratio$9 · $9 on $10k · lower wins0.09%

0.88%12-mo yield$88 · $101 on $10k1.01%

−9.3%Worst dropSmaller wins−8.9%

14.0%VolatilityLower wins12.8%

2–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPXN · SPY

8.8%NVDA7.8%

8.8%AAPL7.7%

6.7%MSFT5.9%

4.3%AMZN3.6%

Held in common85.8%

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	ASPXN	ProShares - S&P 500 Ex-Financials ETFRead Desk		0.09%	0.88%	+0.5%	+12.3%	+11.8%	+24.2%	+12.7%	−9.3%	$78M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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	ASPXN	ProShares - S&P 500 Ex-Financials ETFRead Desk		0.09%	0.88%	+0.5%	+12.3%	+11.8%	+24.2%	+12.7%	−9.3%	$78M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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

SPXN vs SPY

SPXN

ProShares - S&P 500 Ex-Financials

$18,221

SPY

SPDR S&P 500

$17,688

MeasureSPXNSPY

Fee0.09%0.09%

Cost on $10k a year$9$9

Yield0.88%1.01%

5 years, per year+12.7%+12.1%

3 years, per year+24.2%+24.0%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y14.0%12.8%

3–2measures won
SPY first

85.8%

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: SPXN, SPY

Today

85.8%most shared, SPXN and SPY

SPXNSPY

SPXN—85.8%

SPY85.8%—

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

SPXN$88 − $9 = $79

KeptFee

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