TAFL vs SPY

ATAFL

BSPY

Measures won3–1TAFL wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income4.28%TAFL · $428 on $10k

Smallest drop−7.8%TAFL · worst fall in 1Y

Held in common[…]TAFL and SPY

TAFL

SPY

Alliance Bernstein - AB Tax-Aware Long Municipal ETF · $58MState Street SPDR S&P 500 ETF · $778B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.28%Expense ratio$28 · $9 on $10k · lower wins0.09%

4.28%12-mo yield$428 · $103 on $10k1.03%

−7.8%Worst dropSmaller wins−8.9%

5.0%VolatilityLower wins13.6%

3–1TAFL wins

$10,000 · 5 yearsOne scale

Shared top holdingsTAFL · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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%	$777.7B
2	ATAFL	Alliance Bernstein - AB Tax-Aware Long Municipal ETFRead Desk		0.28%	4.28%	+0.2%	+0.6%	+0.7%	new	new	−7.8%	$58M

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%	$777.7B
2	ATAFL	Alliance Bernstein - AB Tax-Aware Long Municipal ETFRead Desk		0.28%	4.28%	+0.2%	+0.6%	+0.7%	new	new	−7.8%	$58M

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

TAFL vs SPY

TAFL

Alliance Bernstein - AB Tax-Aware Long Municipal

[…]

SPY

SPDR S&P 500

$17,118

MeasureTAFLSPY

Fee0.28%0.09%

Cost on $10k a year$28$9

Yield4.28%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−7.8%−8.9%

Volatility · 1Y5.0%13.6%

3–1measures won
TAFL first

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: TAFL, SPY

Today

[…]holdings […]

TAFLSPY

TAFL—[…]

SPY[…]—

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

Income After Fees on $10,000

$400most kept, TAFL

TAFL$428 − $28 = $400

SPY$103 − $9 = $94

KeptFee

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