TEST vs SPY

ATEST

BSPY

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income27.34%TEST · $2,734 on $10k

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

Held in common[…]TEST and SPY

TEST

SPY

Tidal Trust II - YieldMax TSLA Performance & Distribution Target 25 ETF · $2MState Street SPDR S&P 500 ETF · $805B

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

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

1.01%Expense ratio$101 · $9 on $10k · lower wins0.09%

27.34%12-mo yield$2,734 · $99 on $10k0.99%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins12.9%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsTEST · SPY

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

Held in common[…]

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	ATEST	Tidal Trust II - YieldMax TSLA Performance & Distribution Target 25 ETFRead Desk		1.01%	27.34%	−2.4%	−10.7%	new	new	new	[…]	$2M

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	ATEST	Tidal Trust II - YieldMax TSLA Performance & Distribution Target 25 ETFRead Desk		1.01%	27.34%	−2.4%	−10.7%	new	new	new	[…]	$2M

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

TEST vs SPY

TEST

Tidal Trust II - YieldMax TSLA Performance & Distribution Target 25

[…]

SPY

SPDR S&P 500

$18,060

MeasureTESTSPY

Fee1.01%0.09%

Cost on $10k a year$101$9

Yield27.34%0.99%

5 years, per year[…]+12.6%

3 years, per year[…]+24.1%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]12.9%

1–1measures won
level

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: TEST, SPY

Today

[…]holdings […]

TESTSPY

TEST—[…]

SPY[…]—

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

Income After Fees on $10,000

$2,633most kept, TEST

TEST$2,734 − $101 = $2,633

SPY$99 − $9 = $90

KeptFee

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