SPY vs MPIM

ASPY

BMPIM

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,493SPY · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income3.39%MPIM · $339 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]SPY and MPIM

SPY

MPIM

State Street SPDR S&P 500 ETF · $778Bm+ Income Momentum Autocall ETF · $36M

+21.9%3 years · per year$18,118 · […][…]

+11.8%5 years · per year$17,493 · […][…]

0.09%Expense ratio$9 · $70 on $10k · lower wins0.70%

1.01%12-mo yield$101 · $339 on $10k3.39%

−8.9%Worst dropSmaller wins[…]

13.7%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPY · MPIM

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BMPIM	m+ Income Momentum Autocall ETFRead Desk	0.70%	3.39%	+3.7%	new	new	new	new	[…]	$36M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BMPIM	m+ Income Momentum Autocall ETFRead Desk	0.70%	3.39%	+3.7%	new	new	new	new	[…]	$36M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPY vs MPIM

SPY

SPDR S&P 500

$17,493

MPIM

m+ Income Momentum Autocall

[…]

MeasureSPYMPIM

Fee0.09%0.70%

Cost on $10k a year$9$70

Yield1.01%3.39%

5 years, per year+11.8%[…]

3 years, per year+21.9%[…]

Worst drop · 1Y−8.9%[…]

Volatility · 1Y13.7%[…]

1–1measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SPY, MPIM, SCHD

Today

8.6%most shared, SPY and SCHD

SPYMPIMSCHD

SPY—[…]8.6%

MPIM[…]—[…]

SCHD8.6%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

MPIM$339 − $70 = $269

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee