SSPY vs SPYM

ASSPY

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SSPY $15,392

Lowest cost0.02%SPYM · $2 on $10k

Most income1.20%SSPY · $120 on $10k

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

Held in common43.8%SSPY and SPYM

SSPY

SPYM

Stratified LargeCap Index ETF · $135MState Street SPDR Portfolio S&P 500 ETF · $182B

+17.9%3 years · per year$16,408 · $18,082+21.8%

+9.0%5 years · per year$15,392 · $17,192+11.4%

0.45%Expense ratio$45 · $2 on $10k · lower wins0.02%

1.20%12-mo yield$120 · $105 on $10k1.05%

−7.3%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSSPY · SPYM

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	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%	$181.7B
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	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%	$181.7B
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 SPYM

SSPY

Stratified LargeCap Index

$15,392

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureSSPYSPYM

Fee0.45%0.02%

Cost on $10k a year$45$2

Yield1.20%1.05%

5 years, per year+9.0%+11.4%

3 years, per year+17.9%+21.8%

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, SPYM

Today

43.8%most shared, SSPY and SPYM

SSPYSPYM

SSPY—43.8%

SPYM43.8%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SSPY$120 − $45 = $75

KeptFee

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