SSUS vs SPY

ASSUS

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$18,119QQQM · SPY $17,493

Lowest cost0.09%SPY · $9 on $10k

Most income1.01%SPY · $101 on $10k

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

Held in common11.2%SSUS and SPY

SSUS

SPY

Strategy Shares Day Hagan Smart Sector ETF · $579MState Street SPDR S&P 500 ETF · $778B

+18.8%3 years · per year$16,779 · $18,118+21.9%

+9.6%5 years · per year$15,797 · $17,493+11.8%

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

0.45%12-mo yield$45 · $101 on $10k1.01%

−9.0%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins13.7%

0–6SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSSUS · SPY

2.8%MSFT6.2%

2.4%AAPL7.9%

2.1%GOOGL2.6%

2.1%NVDA7.1%

Held in common11.2%

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	QQQM	Invesco NASDAQ 100 ETFRead Desk	0.15%	0.47%	+3.4%	+10.9%	+11.5%	+23.9%	+12.6%	−14.7%	$103.1B
2	BSPY	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	ASSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.45%	+2.5%	+13.6%	+15.4%	+18.8%	+9.6%	−9.0%	$579M

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	QQQM	Invesco NASDAQ 100 ETFRead Desk	0.15%	0.47%	+3.4%	+10.9%	+11.5%	+23.9%	+12.6%	−14.7%	$103.1B
2	BSPY	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	ASSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.45%	+2.5%	+13.6%	+15.4%	+18.8%	+9.6%	−9.0%	$579M

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

SSUS vs SPY

SSUS

Strategy Shares Day Hagan Smart Sector

$15,797

SPY

SPDR S&P 500

$17,493

MeasureSSUSSPY

Fee0.77%0.09%

Cost on $10k a year$77$9

Yield0.45%1.01%

5 years, per year+9.6%+11.8%

3 years, per year+18.8%+21.9%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y14.6%13.7%

6–0measures won
SPY first

11.2%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

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

Overlap: SSUS, SPY, QQQM

Today

52.4%most shared, SPY and QQQM

SSUSSPYQQQM

SSUS—11.2%11.2%

SPY11.2%—52.4%

QQQM11.2%52.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

QQQM$47 − $15 = $32

SSUS$45 − $77 = −$32

KeptFee

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