SWP vs SPY

ASWP

BSPY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income9.83%SWP · $983 on $10k

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

Held in common32.3%SWP and SPY

SWP

SPY

Manager Directed Portfolios - SWP Growth & Income ETF · $146MState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $18,174+22.0%

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

0.99%Expense ratio$99 · $9 on $10k · lower wins0.09%

9.83%12-mo yield$983 · $103 on $10k1.03%

−10.0%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsSWP · SPY

6.0%MSFT6.2%

4.9%AAPL7.7%

3.9%NVDA7.3%

2.9%GOOGL2.6%

Held in common32.3%

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

Both

5Y2 funds

#			Trend
1	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%	$804.8B
2	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk		0.99%	9.83%	−4.1%	+2.7%	+4.8%	new	new	−10.0%	$146M

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk		0.99%	9.83%	−4.1%	+2.7%	+4.8%	new	new	−10.0%	$146M

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

SWP vs SPY

SWP

Manager Directed Portfolios - SWP Growth & Income

[…]

SPY

SPDR S&P 500

$17,099

MeasureSWPSPY

Fee0.99%0.09%

Cost on $10k a year$99$9

Yield9.83%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y−10.0%−8.9%

Volatility · 1Y12.9%13.6%

2–2measures won
level

32.3%

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$805B

2–0SPYM wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SWP, SPY

Today

32.3%most shared, SWP and SPY

SWPSPY

SWP—32.3%

SPY32.3%—

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

Income After Fees on $10,000

$884most kept, SWP

SWP$983 − $99 = $884

SPY$103 − $9 = $94

KeptFee

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