SPYM vs DFII

ASPYM

BDFII

Measures won3–1SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income20.23%DFII · $2,023 on $10k

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

Held in common[…]SPYM and DFII

SPYM

DFII

State Street SPDR Portfolio S&P 500 ETF · $182BFT Vest Bitcoin Strategy & Target Income ETF · $21M

+21.8%3 years · per year$18,082 · […][…]

+11.4%5 years · per year$17,192 · […][…]

0.02%Expense ratio$2 · $85 on $10k · lower wins0.85%

1.05%12-mo yield$105 · $2,023 on $10k20.23%

−8.9%Worst dropSmaller wins−42.6%

13.6%VolatilityLower wins41.9%

3–1SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPYM · DFII

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	ASPYM	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	BDFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk		0.85%	20.23%	−0.4%	−15.8%	−27.8%	new	new	−42.6%	$21M

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	ASPYM	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	BDFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk		0.85%	20.23%	−0.4%	−15.8%	−27.8%	new	new	−42.6%	$21M

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

SPYM vs DFII

SPYM

SPDR Portfolio S&P 500

$17,192

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

MeasureSPYMDFII

Fee0.02%0.85%

Cost on $10k a year$2$85

Yield1.05%20.23%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−42.6%

Volatility · 1Y13.6%41.9%

3–1measures won
SPYM 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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SPYM, DFII

Today

[…]holdings […]

SPYMDFII

SPYM—[…]

DFII[…]—

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

Income After Fees on $10,000

$1,938most kept, DFII

DFII$2,023 − $85 = $1,938

SPYM$105 − $2 = $103

KeptFee

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