STNC vs SPY

ASTNC

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · STNC $13,712

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.1%STNC · worst fall in 1Y

Held in common5.5%STNC and SPY

STNC

SPY

Hennessy Sustainable ETF · $95MState Street SPDR S&P 500 ETF · $819B

+16.3%3 years · per year$15,712 · $18,039+21.7%

+6.5%5 years · per year$13,712 · $17,118+11.3%

0.95%Expense ratio$95 · $9 on $10k · lower wins0.09%

0.91%12-mo yield$91 · $103 on $10k1.03%

−8.1%Worst dropSmaller wins−8.9%

14.9%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSTNC · SPY

2.1%PG0.6%

2.8%CSCO0.6%

2.0%AMGN0.4%

0.6%LRCX0.4%

Held in common5.5%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ASTNC	Hennessy Sustainable ETFRead Desk		0.95%	0.91%	−0.9%	+11.8%	+14.3%	+16.3%	+6.5%	−8.1%	$95M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ASTNC	Hennessy Sustainable ETFRead Desk		0.95%	0.91%	−0.9%	+11.8%	+14.3%	+16.3%	+6.5%	−8.1%	$95M

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

STNC vs SPY

STNC

Hennessy Sustainable

$13,712

SPY

SPDR S&P 500

$17,118

MeasureSTNCSPY

Fee0.95%0.09%

Cost on $10k a year$95$9

Yield0.91%1.03%

5 years, per year+6.5%+11.3%

3 years, per year+16.3%+21.7%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y14.9%13.6%

5–1measures won
SPY first

5.5%

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: STNC, SPY

Today

5.5%most shared, STNC and SPY

STNCSPY

STNC—5.5%

SPY5.5%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

STNC$91 − $95 = −$4

KeptFee

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