SPY vs FNDF

ASPY

BFNDF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,326FNDF · SPY $18,060

Lowest cost0.09%SPY · $9 on $10k

Most income2.99%FNDF · $299 on $10k

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

Held in common0.4%SPY and FNDF

SPY

FNDF

State Street SPDR S&P 500 ETF · $805BSchwab Fundamental International Large Company Index ETF · $25.9B

+24.1%3 years · per year$19,132 · $19,830+25.6%

+12.6%5 years · per year$18,060 · $19,326+14.1%

0.09%Expense ratio$9 · $25 on $10k · lower wins0.25%

0.99%12-mo yield$99 · $299 on $10k2.99%

−8.9%Worst dropSmaller wins−10.6%

12.9%VolatilityLower wins16.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · FNDF

0.2%MDT0.1%

0.1%NXPI0.2%

0.1%GRMN0.1%

0.0%SW0.0%

Held in common0.4%

End-of-day Nov 4, 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	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk		0.25%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.9B
2	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk		0.25%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.9B
2	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPY vs FNDF

SPY

SPDR S&P 500

$18,060

FNDF

Schwab Fundamental International Large Company Index

$19,326

MeasureSPYFNDF

Fee0.09%0.25%

Cost on $10k a year$9$25

Yield0.99%2.99%

5 years, per year+12.6%+14.1%

3 years, per year+24.1%+25.6%

Worst drop · 1Y−8.9%−10.6%

Volatility · 1Y12.9%16.4%

3–3measures won
level

0.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SPY, FNDF

Today

0.4%most shared, SPY and FNDF

SPYFNDF

SPY—0.4%

FNDF0.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$274most kept, FNDF

FNDF$299 − $25 = $274

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee