TAX vs SPYM

ATAX

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common8.4%TAX and SPYM

TAX

SPYM

EA Series Trust - Cambria Tax Aware ETF · $24MState Street SPDR Portfolio S&P 500 ETF · $179B

[…]3 years · per year[…] · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.54%Expense ratio$54 · $2 on $10k · lower wins0.02%

0.32%12-mo yield$32 · $103 on $10k1.03%

−10.9%Worst dropSmaller wins−8.9%

17.4%VolatilityLower wins13.7%

0–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsTAX · SPYM

1.3%LLY1.7%

1.2%BRK-B1.7%

1.8%AMD1.2%

0.8%GOOGL2.6%

Held in common8.4%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	ATAX	EA Series Trust - Cambria Tax Aware ETFRead Desk		0.54%	0.32%	+3.5%	+8.2%	+10.8%	new	new	−10.9%	$24M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	ATAX	EA Series Trust - Cambria Tax Aware ETFRead Desk		0.54%	0.32%	+3.5%	+8.2%	+10.8%	new	new	−10.9%	$24M

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

TAX vs SPYM

TAX

EA Series Trust - Cambria Tax Aware

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureTAXSPYM

Fee0.54%0.02%

Cost on $10k a year$54$2

Yield0.32%1.03%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y17.4%13.7%

4–0measures won
SPYM first

8.4%

holdings shared

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%

$120BAssets$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: TAX, SPYM

Today

8.4%most shared, TAX and SPYM

TAXSPYM

TAX—8.4%

SPYM8.4%—

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

TAX$32 − $54 = −$22

KeptFee

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