SSUS vs SPY

ASSUS

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · SPY $17,099

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common11.1%SSUS and SPY

SSUS

SPY

Strategy Shares Day Hagan Smart Sector ETF · $603MState Street SPDR S&P 500 ETF · $819B

+18.1%3 years · per year$16,456 · $18,174+22.0%

+9.1%5 years · per year$15,472 · $17,099+11.3%

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

0.47%12-mo yield$47 · $103 on $10k1.03%

−9.0%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSSUS · SPY

2.8%MSFT6.2%

2.3%AAPL7.7%

2.1%NVDA7.3%

2.0%GOOGL2.6%

Held in common11.1%

End-of-day Nov 5, 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	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	ASSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.47%	−4.6%	+10.4%	+11.3%	+18.1%	+9.1%	−9.0%	$603M

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

All Three

5Y3 funds

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	ASSUS	Strategy Shares Day Hagan Smart Sector ETFRead Desk	0.77%	0.47%	−4.6%	+10.4%	+11.3%	+18.1%	+9.1%	−9.0%	$603M

End-of-day Nov 5, 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

$15,472

SPY

SPDR S&P 500

$17,099

MeasureSSUSSPY

Fee0.77%0.09%

Cost on $10k a year$77$9

Yield0.47%1.03%

5 years, per year+9.1%+11.3%

3 years, per year+18.1%+22.0%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y14.5%13.6%

6–0measures won
SPY first

11.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SSUS, SPY, SPYM

Today

99.9%most shared, SPY and SPYM

SSUSSPYSPYM

SSUS—11.1%11.1%

SPY11.1%—99.9%

SPYM11.1%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

SSUS$47 − $77 = −$30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee