THEQ vs SPY

ATHEQ

BSPY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,493SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.01%SPY · $101 on $10k

Smallest drop−6.2%THEQ · worst fall in 1Y

Held in common6.3%THEQ and SPY

THEQ

SPY

T. Rowe Price Hedged Equity ETF · $37MState Street SPDR S&P 500 ETF · $778B

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

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

0.73%Expense ratio$73 · $9 on $10k · lower wins0.09%

0.74%12-mo yield$74 · $101 on $10k1.01%

−6.2%Worst dropSmaller wins−8.9%

10.1%VolatilityLower wins13.7%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsTHEQ · SPY

0.2%CSCO0.6%

0.2%PG0.6%

0.2%APH0.3%

0.2%WELL0.3%

Held in common6.3%

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	ATHEQ	T. Rowe Price Hedged Equity ETFRead Desk		0.73%	0.74%	+1.6%	+7.1%	+8.3%	new	new	−6.2%	$37M

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	ATHEQ	T. Rowe Price Hedged Equity ETFRead Desk		0.73%	0.74%	+1.6%	+7.1%	+8.3%	new	new	−6.2%	$37M

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

THEQ vs SPY

THEQ

T. Rowe Price Hedged Equity

[…]

SPY

SPDR S&P 500

$17,493

MeasureTHEQSPY

Fee0.73%0.09%

Cost on $10k a year$73$9

Yield0.74%1.01%

5 years, per year[…]+11.8%

3 years, per year[…]+21.9%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y10.1%13.7%

2–2measures won
level

6.3%

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: THEQ, SPY

Today

6.3%most shared, THEQ and SPY

THEQSPY

THEQ—6.3%

SPY6.3%—

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

THEQ$74 − $73 = $1

KeptFee

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