TAFM vs SPY

ATAFM

BSPY

Measures won3–1TAFM wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY

Lowest cost0.09%SPY · $9 on $10k

Most income3.68%TAFM · $368 on $10k

Smallest drop−6.6%TAFM · worst fall in 1Y

Held in common[…]TAFM and SPY

TAFM

SPY

Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETF · $1.2BState Street SPDR S&P 500 ETF · $778B

[…]3 years · per year[…] · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

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

3.68%12-mo yield$368 · $101 on $10k1.01%

−6.6%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins13.7%

3–1TAFM wins

$10,000 · 5 yearsOne scale

Shared top holdingsTAFM · SPY

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

Held in common[…]

End-of-day Nov 9, 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%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ATAFM	Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETFRead Desk		0.28%	3.68%	+0.1%	+1.3%	+1.3%	new	new	−6.6%	$1.2B

End-of-day Nov 9, 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%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ATAFM	Alliance Bernstein - AB Tax-Aware Intermediate Municipal ETFRead Desk		0.28%	3.68%	+0.1%	+1.3%	+1.3%	new	new	−6.6%	$1.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TAFM vs SPY

TAFM

Alliance Bernstein - AB Tax-Aware Intermediate Municipal

[…]

SPY

SPDR S&P 500

$17,493

MeasureTAFMSPY

Fee0.28%0.09%

Cost on $10k a year$28$9

Yield3.68%1.01%

5 years, per year[…]+11.8%

3 years, per year[…]+21.9%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y3.7%13.7%

3–1measures won
TAFM first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: TAFM, SPY

Today

[…]holdings […]

TAFMSPY

TAFM—[…]

SPY[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$340most kept, TAFM

TAFM$368 − $28 = $340

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee