SYLD vs SPY

ASYLD

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · SYLD $15,315

Lowest cost0.09%SPY · $9 on $10k

Most income1.71%SYLD · $171 on $10k

Smallest drop−6.9%SYLD · worst fall in 1Y

Held in common4.5%SYLD and SPY

SYLD

SPY

Cambria Shareholder Yield ETF · $1.0BState Street SPDR S&P 500 ETF · $805B

+15.6%3 years · per year$15,450 · $18,174+22.0%

+8.9%5 years · per year$15,315 · $17,099+11.3%

0.59%Expense ratio$59 · $9 on $10k · lower wins0.09%

1.71%12-mo yield$171 · $103 on $10k1.03%

−6.9%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSYLD · SPY

1.0%XOM1.0%

1.1%DIS0.3%

0.9%VZ0.3%

1.0%PFE0.3%

Held in common4.5%

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	ASYLD	Cambria Shareholder Yield ETFRead Desk		0.59%	1.71%	−2.8%	+25.3%	+30.7%	+15.6%	+8.9%	−6.9%	$1.0B

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	ASYLD	Cambria Shareholder Yield ETFRead Desk		0.59%	1.71%	−2.8%	+25.3%	+30.7%	+15.6%	+8.9%	−6.9%	$1.0B

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

SYLD vs SPY

SYLD

Cambria Shareholder Yield

$15,315

SPY

SPDR S&P 500

$17,099

MeasureSYLDSPY

Fee0.59%0.09%

Cost on $10k a year$59$9

Yield1.71%1.03%

5 years, per year+8.9%+11.3%

3 years, per year+15.6%+22.0%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y14.2%13.6%

4–2measures won
SPY first

4.5%

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: SYLD, SPY

Today

4.5%most shared, SYLD and SPY

SYLDSPY

SYLD—4.5%

SPY4.5%—

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

Income After Fees on $10,000

$112most kept, SYLD

SYLD$171 − $59 = $112

SPY$103 − $9 = $94

KeptFee

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