THRV vs SPYM

ATHRV

BSPYM

Measures won3–1THRV wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income8.43%THRV · $843 on $10k

Smallest drop−3.3%THRV · worst fall in 1Y

Held in common0.1%THRV and SPYM

THRV

SPYM

Prospera Income ETF · $8MState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

1.20%Expense ratio$120 · $2 on $10k · lower wins0.02%

8.43%12-mo yield$843 · $106 on $10k1.06%

−3.3%Worst dropSmaller wins−8.9%

3.1%VolatilityLower wins13.6%

3–1THRV wins

$10,000 · 5 yearsOne scale

Shared top holdingsTHRV · SPYM

0.9%NKE0.1%

Held in common0.1%

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	ATHRV	Prospera Income ETFRead Desk		1.20%	8.43%	−0.7%	−0.2%	0.0%	new	new	−3.3%	$8M

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	ATHRV	Prospera Income ETFRead Desk		1.20%	8.43%	−0.7%	−0.2%	0.0%	new	new	−3.3%	$8M

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

Cards for this view

THRV vs SPYM

THRV

Prospera Income

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureTHRVSPYM

Fee1.20%0.02%

Cost on $10k a year$120$2

Yield8.43%1.06%

5 years, per year[…]+11.4%

3 years, per year[…]+22.1%

Worst drop · 1Y−3.3%−8.9%

Volatility · 1Y3.1%13.6%

3–1measures won
THRV first

0.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: THRV, SPYM

Today

0.1%most shared, THRV and SPYM

THRVSPYM

THRV—0.1%

SPYM0.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$723most kept, THRV

THRV$843 − $120 = $723

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee