SSPY vs SPY

ASSPY

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,118SPY · SSPY $15,392

Lowest cost0.09%SPY · $9 on $10k

Most income1.20%SSPY · $120 on $10k

Smallest drop−7.3%SSPY · worst fall in 1Y

Held in common43.8%SSPY and SPY

SSPY

SPY

Stratified LargeCap Index ETF · $135MState Street SPDR S&P 500 ETF · $819B

+17.9%3 years · per year$16,408 · $18,039+21.7%

+9.0%5 years · per year$15,392 · $17,118+11.3%

0.45%Expense ratio$45 · $9 on $10k · lower wins0.09%

1.20%12-mo yield$120 · $103 on $10k1.03%

−7.3%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSSPY · SPY

1.1%MSFT6.3%

0.9%WMT0.9%

0.9%COST0.7%

0.6%BRK-B1.7%

Held in common43.8%

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	BSPY	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
2	ASSPY	Stratified LargeCap Index ETFRead Desk		0.45%	1.20%	−0.5%	+15.2%	+18.2%	+17.9%	+9.0%	−7.3%	$135M

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	BSPY	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
2	ASSPY	Stratified LargeCap Index ETFRead Desk		0.45%	1.20%	−0.5%	+15.2%	+18.2%	+17.9%	+9.0%	−7.3%	$135M

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

SSPY vs SPY

SSPY

Stratified LargeCap Index

$15,392

SPY

SPDR S&P 500

$17,118

MeasureSSPYSPY

Fee0.45%0.09%

Cost on $10k a year$45$9

Yield1.20%1.03%

5 years, per year+9.0%+11.3%

3 years, per year+17.9%+21.7%

Worst drop · 1Y−7.3%−8.9%

Volatility · 1Y11.2%13.6%

3–3measures won
level

43.8%

holdings shared

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: SSPY, SPY

Today

43.8%most shared, SSPY and SPY

SSPYSPY

SSPY—43.8%

SPY43.8%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

SSPY$120 − $45 = $75

KeptFee

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