TDAQ vs SPY

ATDAQ

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income17.86%TDAQ · $1,786 on $10k

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

Held in common52.8%TDAQ and SPY

TDAQ

SPY

TappAlpha Innovation 100 Growth & Daily Income ETF · $478MState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.68%Expense ratio$68 · $9 on $10k · lower wins0.09%

17.86%12-mo yield$1,786 · $99 on $10k0.99%

−11.7%Worst dropSmaller wins−8.9%

20.0%VolatilityLower wins12.9%

1–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDAQ · SPY

8.1%NVDA7.7%

7.9%AAPL7.4%

6.3%MSFT5.9%

4.4%AMZN3.8%

Held in common52.8%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ATDAQ	TappAlpha Innovation 100 Growth & Daily Income ETFRead Desk		0.68%	17.86%	+0.9%	+11.6%	+9.6%	new	new	−11.7%	$478M

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ATDAQ	TappAlpha Innovation 100 Growth & Daily Income ETFRead Desk		0.68%	17.86%	+0.9%	+11.6%	+9.6%	new	new	−11.7%	$478M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TDAQ vs SPY

TDAQ

TappAlpha Innovation 100 Growth & Daily Income

[…]

SPY

SPDR S&P 500

$18,060

MeasureTDAQSPY

Fee0.68%0.09%

Cost on $10k a year$68$9

Yield17.86%0.99%

5 years, per year[…]+12.6%

3 years, per year[…]+24.1%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y20.0%12.9%

3–1measures won
SPY first

52.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: TDAQ, SPY

Today

52.8%most shared, TDAQ and SPY

TDAQSPY

TDAQ—52.8%

SPY52.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,718most kept, TDAQ

TDAQ$1,786 − $68 = $1,718

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee