SRLN vs SPYM

ASRLN

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SRLN $12,616

Lowest cost0.02%SPYM · $2 on $10k

Most income7.27%SRLN · $727 on $10k

Smallest drop−3.3%SRLN · worst fall in 1Y

Held in common[…]SRLN and SPYM

SRLN

SPYM

State Street Blackstone Senior Loan ETF · $5.2BState Street SPDR Portfolio S&P 500 ETF · $178B

+7.0%3 years · per year$12,244 · $18,082+21.8%

+4.8%5 years · per year$12,616 · $17,192+11.4%

0.70%Expense ratio$70 · $2 on $10k · lower wins0.02%

7.27%12-mo yield$727 · $105 on $10k1.05%

−3.3%Worst dropSmaller wins−8.9%

3.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSRLN · SPYM

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	BSPYM	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%	$177.9B
2	ASRLN	State Street Blackstone Senior Loan ETFRead Desk		0.70%	7.27%	0.0%	+2.5%	+3.8%	+7.0%	+4.8%	−3.3%	$5.2B

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	BSPYM	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%	$177.9B
2	ASRLN	State Street Blackstone Senior Loan ETFRead Desk		0.70%	7.27%	0.0%	+2.5%	+3.8%	+7.0%	+4.8%	−3.3%	$5.2B

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

SRLN vs SPYM

SRLN

Blackstone Senior Loan

$12,616

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureSRLNSPYM

Fee0.70%0.02%

Cost on $10k a year$70$2

Yield7.27%1.05%

5 years, per year+4.8%+11.4%

3 years, per year+7.0%+21.8%

Worst drop · 1Y−3.3%−8.9%

Volatility · 1Y3.2%13.6%

3–3measures won
level

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: SRLN, SPYM

Today

[…]holdings […]

SRLNSPYM

SRLN—[…]

SPYM[…]—

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

Income After Fees on $10,000

$657most kept, SRLN

SRLN$727 − $70 = $657

SPYM$105 − $2 = $103

KeptFee

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