SPYM vs GDOC

ASPYM

BGDOC

Measures won5–0SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · SPY $17,493

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common6.5%SPYM and GDOC

SPYM

GDOC

State Street SPDR Portfolio S&P 500 ETF · $179BGoldman Sachs Future Health Care Equity ETF · $20M

+22.0%3 years · per year$18,161 · $13,882+11.6%

+11.9%5 years · per year$17,553 · […][…]

0.02%Expense ratio$2 · $75 on $10k · lower wins0.75%

1.03%12-mo yield$103 · $29 on $10k0.29%

−8.9%Worst dropSmaller wins−15.7%

13.7%VolatilityLower wins17.1%

5–0SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPYM · GDOC

1.7%LLY13.9%

1.0%JNJ6.2%

0.8%ABBV3.0%

0.6%MRK4.9%

Held in common6.5%

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

All Three

5Y3 funds

#
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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	+2.4%	+11.0%	+13.6%	+11.6%	new	−15.7%	$20M

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

All Three

5Y3 funds

#
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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	+2.4%	+11.0%	+13.6%	+11.6%	new	−15.7%	$20M

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 GDOC

SPYM

SPDR Portfolio S&P 500

$17,553

GDOC

Goldman Sachs Future Health Care Equity

[…]

MeasureSPYMGDOC

Fee0.02%0.75%

Cost on $10k a year$2$75

Yield1.03%0.29%

5 years, per year+11.9%[…]

3 years, per year+22.0%+11.6%

Worst drop · 1Y−8.9%−15.7%

Volatility · 1Y13.7%17.1%

5–0measures won
SPYM first

6.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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, GDOC, SPY

Today

99.9%most shared, SPYM and SPY

SPYMGDOCSPY

SPYM—6.5%99.9%

GDOC6.5%—6.5%

SPY99.9%6.5%—

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

SPY$101 − $9 = $92

GDOC$29 − $75 = −$46

KeptFee

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