SURE vs SPYM

ASURE

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SURE $16,527

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common8.6%SURE and SPYM

SURE

SPYM

AdvisorShares Insider Advantage ETF · $59MState Street SPDR Portfolio S&P 500 ETF · $182B

+19.5%3 years · per year$17,084 · $18,082+21.8%

+10.6%5 years · per year$16,527 · $17,192+11.4%

0.98%Expense ratio$98 · $2 on $10k · lower wins0.02%

0.84%12-mo yield$84 · $105 on $10k1.05%

−7.1%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSURE · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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 SPYM

SURE

AdvisorShares Insider Advantage

$16,527

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureSURESPYM

Fee0.98%0.02%

Cost on $10k a year$98$2

Yield0.84%1.05%

5 years, per year+10.6%+11.4%

3 years, per year+19.5%+21.8%

Worst drop · 1Y−7.1%−8.9%

Volatility · 1Y13.1%13.6%

4–2measures won
SPYM 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, SPYM

Today

8.6%most shared, SURE and SPYM

SURESPYM

SURE—8.6%

SPYM8.6%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SURE$84 − $98 = −$14

KeptFee

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