TILT vs SPYM

ATILT

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · TILT $16,282

Lowest cost0.02%SPYM · $2 on $10k

Most income1.10%TILT · $110 on $10k

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

Held in common70.2%TILT and SPYM

TILT

SPYM

Northern Trust Morningstar US Market Factor Tilt ETF · $2.2BState Street SPDR Portfolio S&P 500 ETF · $182B

+21.6%3 years · per year$17,969 · $18,222+22.1%

+10.2%5 years · per year$16,282 · $17,164+11.4%

0.26%Expense ratio$26 · $2 on $10k · lower wins0.02%

1.10%12-mo yield$110 · $106 on $10k1.06%

−8.5%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTILT · SPYM

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	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	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	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	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 SPYM

TILT

Northern Trust Morningstar US Market Factor Tilt

$16,282

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureTILTSPYM

Fee0.26%0.02%

Cost on $10k a year$26$2

Yield1.10%1.06%

5 years, per year+10.2%+11.4%

3 years, per year+21.6%+22.1%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y13.0%13.6%

3–2measures won
SPYM first

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, SPYM

Today

70.2%most shared, TILT and SPYM

TILTSPYM

TILT—70.2%

SPYM70.2%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

TILT$110 − $26 = $84

KeptFee

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