SURE vs SPY

ASURE

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · SURE $16,527

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−7.1%SURE · worst fall in 1Y

Held in common8.6%SURE and SPY

SURE

SPY

AdvisorShares Insider Advantage ETF · $59MState Street SPDR S&P 500 ETF · $819B

+19.5%3 years · per year$17,084 · $18,039+21.7%

+10.6%5 years · per year$16,527 · $17,118+11.3%

0.98%Expense ratio$98 · $9 on $10k · lower wins0.09%

0.84%12-mo yield$84 · $103 on $10k1.03%

−7.1%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSURE · SPY

1.0%AAPL7.9%

1.1%MA0.8%

0.8%NVDA6.9%

0.7%GOOG2.1%

Held in common8.6%

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	ASURE	AdvisorShares Insider Advantage ETFRead Desk		0.98%	0.84%	−0.9%	+20.5%	+26.2%	+19.5%	+10.6%	−7.1%	$59M

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	ASURE	AdvisorShares Insider Advantage ETFRead Desk		0.98%	0.84%	−0.9%	+20.5%	+26.2%	+19.5%	+10.6%	−7.1%	$59M

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

SURE vs SPY

SURE

AdvisorShares Insider Advantage

$16,527

SPY

SPDR S&P 500

$17,118

MeasureSURESPY

Fee0.98%0.09%

Cost on $10k a year$98$9

Yield0.84%1.03%

5 years, per year+10.6%+11.3%

3 years, per year+19.5%+21.7%

Worst drop · 1Y−7.1%−8.9%

Volatility · 1Y13.1%13.6%

4–2measures won
SPY first

8.6%

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: SURE, SPY

Today

8.6%most shared, SURE and SPY

SURESPY

SURE—8.6%

SPY8.6%—

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

SURE$84 − $98 = −$14

KeptFee

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