SPY vs FSML

ASPY

BFSML

Measures won2–0SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

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 common0.0%SPY and FSML

SPY

FSML

State Street SPDR S&P 500 ETF · $819BFranklin Small Cap Enhanced ETF · $145M

+22.0%3 years · per year$18,174 · […][…]

+11.3%5 years · per year$17,099 · […][…]

0.09%Expense ratio$9 · $45 on $10k · lower wins0.45%

1.03%12-mo yield$103 · $53 on $10k0.53%

−8.9%Worst dropSmaller wins[…]

13.6%VolatilityLower wins[…]

2–0SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · FSML

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

Held in common0.0%

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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	BFSML	Franklin Small Cap Enhanced ETFRead Desk		0.45%	0.53%	−4.6%	+14.1%	new	new	new	[…]	$145M

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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	BFSML	Franklin Small Cap Enhanced ETFRead Desk		0.45%	0.53%	−4.6%	+14.1%	new	new	new	[…]	$145M

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

SPY vs FSML

SPY

SPDR S&P 500

$17,099

FSML

Franklin Small Cap Enhanced

[…]

MeasureSPYFSML

Fee0.09%0.45%

Cost on $10k a year$9$45

Yield1.03%0.53%

5 years, per year+11.3%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%[…]

Volatility · 1Y13.6%[…]

2–0measures won
SPY first

0.0%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPY, FSML

Today

0.0%most shared, SPY and FSML

SPYFSML

SPY—0.0%

FSML0.0%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FSML$53 − $45 = $8

KeptFee

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