SPY vs BFOR

ASPY

BBFOR

Measures won6–0SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · BFOR $15,168

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common17.1%SPY and BFOR

SPY

BFOR

State Street SPDR S&P 500 ETF · $819BALPS ETF Trust - Barron's 400 ETF · $233M

+21.7%3 years · per year$18,039 · $17,095+19.6%

+11.3%5 years · per year$17,118 · $15,168+8.7%

0.09%Expense ratio$9 · $65 on $10k · lower wins0.65%

1.03%12-mo yield$103 · $54 on $10k0.54%

−8.9%Worst dropSmaller wins−9.0%

13.6%VolatilityLower wins14.6%

6–0SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · BFOR

0.4%AMGN0.3%

1.7%LLY0.3%

0.8%MA0.3%

1.1%V0.3%

Held in common17.1%

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	ASPY	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	BBFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk		0.65%	0.54%	0.0%	+9.8%	+13.5%	+19.6%	+8.7%	−9.0%	$233M

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	ASPY	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	BBFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk		0.65%	0.54%	0.0%	+9.8%	+13.5%	+19.6%	+8.7%	−9.0%	$233M

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

SPY vs BFOR

SPY

SPDR S&P 500

$17,118

BFOR

ALPS ETF Trust - Barron's 400

$15,168

MeasureSPYBFOR

Fee0.09%0.65%

Cost on $10k a year$9$65

Yield1.03%0.54%

5 years, per year+11.3%+8.7%

3 years, per year+21.7%+19.6%

Worst drop · 1Y−8.9%−9.0%

Volatility · 1Y13.6%14.6%

6–0measures won
SPY first

17.1%

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: SPY, BFOR

Today

17.1%most shared, SPY and BFOR

SPYBFOR

SPY—17.1%

BFOR17.1%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

BFOR$54 − $65 = −$11

KeptFee

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