SPY vs SFLR

ASPY

BSFLR

Measures won3–2SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−6.8%SFLR · worst fall in 1Y

Held in common66.2%SPY and SFLR

SPY

SFLR

State Street SPDR S&P 500 ETF · $778BInnovator Equity Managed Floor ETF · $2.2B

+21.7%3 years · per year$18,039 · $15,180+14.9%

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

0.09%Expense ratio$9 · $89 on $10k · lower wins0.89%

1.03%12-mo yield$103 · $25 on $10k0.25%

−8.9%Worst dropSmaller wins−6.8%

13.6%VolatilityLower wins10.7%

3–2SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · SFLR

7.9%AAPL7.8%

6.9%NVDA6.5%

6.3%MSFT6.0%

4.0%AMZN4.1%

Held in common66.2%

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	BSFLR	Innovator Equity Managed Floor ETFRead Desk		0.89%	0.25%	+0.3%	+3.1%	+3.7%	+14.9%	new	−6.8%	$2.2B

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	BSFLR	Innovator Equity Managed Floor ETFRead Desk		0.89%	0.25%	+0.3%	+3.1%	+3.7%	+14.9%	new	−6.8%	$2.2B

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 SFLR

SPY

SPDR S&P 500

$17,118

SFLR

Innovator Equity Managed Floor

[…]

MeasureSPYSFLR

Fee0.09%0.89%

Cost on $10k a year$9$89

Yield1.03%0.25%

5 years, per year+11.3%[…]

3 years, per year+21.7%+14.9%

Worst drop · 1Y−8.9%−6.8%

Volatility · 1Y13.6%10.7%

3–2measures won
SPY first

66.2%

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%

$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, SFLR

Today

66.2%most shared, SPY and SFLR

SPYSFLR

SPY—66.2%

SFLR66.2%—

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

SFLR$25 − $89 = −$64

KeptFee

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