STCE vs SPY

ASTCE

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income2.69%STCE · $269 on $10k

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

Held in common0.4%STCE and SPY

STCE

SPY

Schwab Crypto Thematic ETF · $140MState Street SPDR S&P 500 ETF · $819B

+29.2%3 years · per year$21,589 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.30%Expense ratio$30 · $9 on $10k · lower wins0.09%

2.69%12-mo yield$269 · $103 on $10k1.03%

−54.9%Worst dropSmaller wins−8.9%

63.1%VolatilityLower wins13.6%

2–3SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTCE · SPY

2.8%HOOD0.1%

2.1%PYPL0.1%

4.4%XYZ0.1%

2.6%IBKR0.1%

Held in common0.4%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
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	ASTCE	Schwab Crypto Thematic ETFRead Desk	0.30%	2.69%	−9.9%	−29.8%	−52.4%	+29.2%	new	−54.9%	$140M

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
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	ASTCE	Schwab Crypto Thematic ETFRead Desk	0.30%	2.69%	−9.9%	−29.8%	−52.4%	+29.2%	new	−54.9%	$140M

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

STCE vs SPY

STCE

Schwab Crypto Thematic

[…]

SPY

SPDR S&P 500

$17,099

MeasureSTCESPY

Fee0.30%0.09%

Cost on $10k a year$30$9

Yield2.69%1.03%

5 years, per year[…]+11.3%

3 years, per year+29.2%+22.0%

Worst drop · 1Y−54.9%−8.9%

Volatility · 1Y63.1%13.6%

3–2measures won
SPY first

0.4%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

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

Overlap: STCE, SPY, IVV

Today

99.9%most shared, SPY and IVV

STCESPYIVV

STCE—0.4%0.4%

SPY0.4%—99.9%

IVV0.4%99.9%—

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

Income After Fees on $10,000

$239most kept, STCE

STCE$269 − $30 = $239

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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