SPY vs SSUS

ASPY

BSSUS

Measures won6–0SPY wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SPY $17,118

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common11.2%SPY and SSUS

SPY

SSUS

State Street SPDR S&P 500 ETF · $819BStrategy Shares Day Hagan Smart Sector ETF · $603M

+21.7%3 years · per year$18,039 · $16,517+18.2%

+11.3%5 years · per year$17,118 · $15,489+9.1%

0.09%Expense ratio$9 · $77 on $10k · lower wins0.77%

1.03%12-mo yield$103 · $46 on $10k0.46%

−8.9%Worst dropSmaller wins−9.0%

13.6%VolatilityLower wins14.5%

6–0SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPY · SSUS

6.3%MSFT2.8%

7.9%AAPL2.4%

2.6%GOOGL2.1%

6.9%NVDA2.0%

Held in common11.2%

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

All Three

5Y3 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	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%	$818.5B
3	BSSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.46%	+0.4%	+10.8%	+11.3%	+18.2%	+9.1%	−9.0%	$603M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	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%	$818.5B
3	BSSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.46%	+0.4%	+10.8%	+11.3%	+18.2%	+9.1%	−9.0%	$603M

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 SSUS

SPY

SPDR S&P 500

$17,118

SSUS

Strategy Shares Day Hagan Smart Sector

$15,489

MeasureSPYSSUS

Fee0.09%0.77%

Cost on $10k a year$9$77

Yield1.03%0.46%

5 years, per year+11.3%+9.1%

3 years, per year+21.7%+18.2%

Worst drop · 1Y−8.9%−9.0%

Volatility · 1Y13.6%14.5%

6–0measures won
SPY first

11.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SPY, SSUS, SPYM

Today

99.9%most shared, SPY and SPYM

SPYSSUSSPYM

SPY—11.2%99.9%

SSUS11.2%—11.2%

SPYM99.9%11.2%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

SSUS$46 − $77 = −$31

KeptFee

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