SPYM vs BFOR

ASPYM

BBFOR

Measures won6–0SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · BFOR $15,354

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common17.1%SPYM and BFOR

SPYM

BFOR

State Street SPDR Portfolio S&P 500 ETF · $179BALPS ETF Trust - Barron's 400 ETF · $233M

+22.0%3 years · per year$18,161 · $17,160+19.7%

+11.9%5 years · per year$17,553 · $15,354+9.0%

0.02%Expense ratio$2 · $65 on $10k · lower wins0.65%

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

−8.9%Worst dropSmaller wins−9.0%

13.7%VolatilityLower wins14.8%

6–0SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPYM · BFOR

0.4%AMGN0.3%

1.7%LLY0.3%

0.8%MA0.3%

1.1%V0.3%

Held in common17.1%

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

Both

5Y2 funds

#			Trend
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	BBFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk		0.65%	0.53%	+2.7%	+12.7%	+17.8%	+19.7%	+9.0%	−9.0%	$233M

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

Both

5Y2 funds

#			Trend
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	BBFOR	ALPS ETF Trust - Barron's 400 ETFRead Desk		0.65%	0.53%	+2.7%	+12.7%	+17.8%	+19.7%	+9.0%	−9.0%	$233M

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

SPYM vs BFOR

SPYM

SPDR Portfolio S&P 500

$17,553

BFOR

ALPS ETF Trust - Barron's 400

$15,354

MeasureSPYMBFOR

Fee0.02%0.65%

Cost on $10k a year$2$65

Yield1.03%0.53%

5 years, per year+11.9%+9.0%

3 years, per year+22.0%+19.7%

Worst drop · 1Y−8.9%−9.0%

Volatility · 1Y13.7%14.8%

6–0measures won
SPYM first

17.1%

holdings shared

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

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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: SPYM, BFOR

Today

17.1%most shared, SPYM and BFOR

SPYMBFOR

SPYM—17.1%

BFOR17.1%—

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

BFOR$53 − $65 = −$12

KeptFee

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