SPY vs SCIO

ASPY

BSCIO

Measures won1–3SCIO wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income5.65%SCIO · $565 on $10k

Smallest drop−2.7%SCIO · worst fall in 1Y

Held in common[…]SPY and SCIO

SPY

SCIO

State Street SPDR S&P 500 ETF · $778BFirst Trust Structured Credit Income Opportunities ETF · $580M

+21.7%3 years · per year$18,039 · […][…]

+11.3%5 years · per year$17,118 · […][…]

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

1.03%12-mo yield$103 · $565 on $10k5.65%

−8.9%Worst dropSmaller wins−2.7%

13.6%VolatilityLower wins2.7%

1–3SCIO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · SCIO

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

Held in common[…]

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%	$777.7B
2	BSCIO	First Trust Structured Credit Income Opportunities ETFRead Desk		0.70%	5.65%	+0.1%	+2.0%	+3.2%	new	new	−2.7%	$580M

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%	$777.7B
2	BSCIO	First Trust Structured Credit Income Opportunities ETFRead Desk		0.70%	5.65%	+0.1%	+2.0%	+3.2%	new	new	−2.7%	$580M

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 SCIO

SPY

SPDR S&P 500

$17,118

SCIO

First Trust Structured Credit Income Opportunities

[…]

MeasureSPYSCIO

Fee0.09%0.70%

Cost on $10k a year$9$70

Yield1.03%5.65%

5 years, per year+11.3%[…]

3 years, per year+21.7%[…]

Worst drop · 1Y−8.9%−2.7%

Volatility · 1Y13.6%2.7%

3–1measures won
SCIO first

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SPY, SCIO

Today

[…]holdings […]

SPYSCIO

SPY—[…]

SCIO[…]—

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

Income After Fees on $10,000

$495most kept, SCIO

SCIO$565 − $70 = $495

SPY$103 − $9 = $94

KeptFee

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