TILT vs SPY

ATILT

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · TILT $16,282

Lowest cost0.09%SPY · $9 on $10k

Most income1.10%TILT · $110 on $10k

Smallest drop−8.5%TILT · worst fall in 1Y

Held in common70.2%TILT and SPY

TILT

SPY

Northern Trust Morningstar US Market Factor Tilt ETF · $2.2BState Street SPDR S&P 500 ETF · $805B

+21.6%3 years · per year$17,969 · $18,174+22.0%

+10.2%5 years · per year$16,282 · $17,099+11.3%

0.26%Expense ratio$26 · $9 on $10k · lower wins0.09%

1.10%12-mo yield$110 · $103 on $10k1.03%

−8.5%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTILT · SPY

5.1%AAPL7.7%

4.7%NVDA7.3%

4.2%MSFT6.2%

2.6%AMZN3.9%

Held in common70.2%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.10%	−3.9%	+10.1%	+13.0%	+21.6%	+10.2%	−8.5%	$2.2B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.10%	−3.9%	+10.1%	+13.0%	+21.6%	+10.2%	−8.5%	$2.2B

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

TILT vs SPY

TILT

Northern Trust Morningstar US Market Factor Tilt

$16,282

SPY

SPDR S&P 500

$17,099

MeasureTILTSPY

Fee0.26%0.09%

Cost on $10k a year$26$9

Yield1.10%1.03%

5 years, per year+10.2%+11.3%

3 years, per year+21.6%+22.0%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y13.0%13.6%

3–3measures won
level

70.2%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TILT, SPY

Today

70.2%most shared, TILT and SPY

TILTSPY

TILT—70.2%

SPY70.2%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

TILT$110 − $26 = $84

KeptFee

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