TLH vs SPY

ATLH

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · TLH $7,791

Lowest cost0.09%SPY · $9 on $10k

Most income4.65%TLH · $465 on $10k

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

Held in common[…]TLH and SPY

TLH

SPY

iShares 10-20 Year Treasury Bond ETF · $12.3BState Street SPDR S&P 500 ETF · $805B

+5.0%3 years · per year$11,581 · $19,132+24.1%

−4.9%5 years · per year$7,791 · $18,060+12.6%

0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%

4.65%12-mo yield$465 · $99 on $10k0.99%

−10.3%Worst dropSmaller wins−8.9%

8.1%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsTLH · 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	ATLH	iShares 10-20 Year Treasury Bond ETFRead Desk		0.15%	4.65%	+0.7%	−1.9%	−2.8%	+5.0%	−4.9%	−10.3%	$12.3B

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	ATLH	iShares 10-20 Year Treasury Bond ETFRead Desk		0.15%	4.65%	+0.7%	−1.9%	−2.8%	+5.0%	−4.9%	−10.3%	$12.3B

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

TLH vs SPY

TLH

iShares 10-20 Year Treasury Bond

$7,791

SPY

SPDR S&P 500

$18,060

MeasureTLHSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield4.65%0.99%

5 years, per year−4.9%+12.6%

3 years, per year+5.0%+24.1%

Worst drop · 1Y−10.3%−8.9%

Volatility · 1Y8.1%12.9%

4–2measures won
SPY first

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: TLH, SPY

Today

[…]holdings […]

TLHSPY

TLH—[…]

SPY[…]—

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

Income After Fees on $10,000

$450most kept, TLH

TLH$465 − $15 = $450

SPY$99 − $9 = $90

KeptFee

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