SSUS vs SPY

ASSUS

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · SSUS $16,343

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common10.9%SSUS and SPY

SSUS

SPY

Strategy Shares Day Hagan Smart Sector ETF · $643MState Street SPDR S&P 500 ETF · $798B

+20.2%3 years · per year$17,386 · $19,132+24.1%

+10.3%5 years · per year$16,343 · $18,060+12.6%

0.77%Expense ratio$77 · $9 on $10k · lower wins0.09%

0.45%12-mo yield$45 · $99 on $10k0.99%

−9.0%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins12.9%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSSUS · SPY

2.6%MSFT5.9%

2.2%AAPL7.4%

2.2%NVDA7.7%

2.0%GOOGL2.5%

Held in common10.9%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	ASSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk		0.77%	0.45%	+1.3%	+15.7%	+15.3%	+20.2%	+10.3%	−9.0%	$643M

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	ASSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk		0.77%	0.45%	+1.3%	+15.7%	+15.3%	+20.2%	+10.3%	−9.0%	$643M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SSUS vs SPY

SSUS

Strategy Shares Day Hagan Smart Sector

$16,343

SPY

SPDR S&P 500

$18,060

MeasureSSUSSPY

Fee0.77%0.09%

Cost on $10k a year$77$9

Yield0.45%0.99%

5 years, per year+10.3%+12.6%

3 years, per year+20.2%+24.1%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.7%12.9%

6–0measures won
SPY first

10.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SSUS, SPY

Today

10.9%most shared, SSUS and SPY

SSUSSPY

SSUS—10.9%

SPY10.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

SSUS$45 − $77 = −$32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee