TAGG vs SPYM

ATAGG

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · TAGG $9,971

Lowest cost0.02%SPYM · $2 on $10k

Most income4.59%TAGG · $459 on $10k

Smallest drop−5.0%TAGG · worst fall in 1Y

Held in common[…]TAGG and SPYM

TAGG

SPYM

T. Rowe Price QM U.S. Bond ETF · $2.8BState Street SPDR Portfolio S&P 500 ETF · $178B

+5.6%3 years · per year$11,785 · $18,082+21.8%

−0.1%5 years · per year$9,971 · $17,192+11.4%

0.08%Expense ratio$8 · $2 on $10k · lower wins0.02%

4.59%12-mo yield$459 · $105 on $10k1.05%

−5.0%Worst dropSmaller wins−8.9%

4.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTAGG · SPYM

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	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%	$177.9B
2	ATAGG	T. Rowe Price QM U.S. Bond ETFRead Desk		0.08%	4.59%	0.0%	0.0%	+0.9%	+5.6%	−0.1%	−5.0%	$2.8B

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%	$177.9B
2	ATAGG	T. Rowe Price QM U.S. Bond ETFRead Desk		0.08%	4.59%	0.0%	0.0%	+0.9%	+5.6%	−0.1%	−5.0%	$2.8B

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

TAGG vs SPYM

TAGG

T. Rowe Price QM U.S. Bond

$9,971

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureTAGGSPYM

Fee0.08%0.02%

Cost on $10k a year$8$2

Yield4.59%1.05%

5 years, per year−0.1%+11.4%

3 years, per year+5.6%+21.8%

Worst drop · 1Y−5.0%−8.9%

Volatility · 1Y4.0%13.6%

3–3measures won
level

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: TAGG, SPYM

Today

[…]holdings […]

TAGGSPYM

TAGG—[…]

SPYM[…]—

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

Income After Fees on $10,000

$451most kept, TAGG

TAGG$459 − $8 = $451

SPYM$105 − $2 = $103

KeptFee

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