TMFC vs SPY

ATMFC

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,604TMFC · SPY $18,060

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common54.6%TMFC and SPY

TMFC

SPY

Motley Fool 100 Index ETF · $2.0BState Street SPDR S&P 500 ETF · $805B

+26.7%3 years · per year$20,344 · $19,132+24.1%

+13.2%5 years · per year$18,604 · $18,060+12.6%

0.50%Expense ratio$50 · $9 on $10k · lower wins0.09%

0.13%12-mo yield$13 · $99 on $10k0.99%

−12.1%Worst dropSmaller wins−8.9%

15.0%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsTMFC · SPY

9.7%NVDA7.7%

9.3%AAPL7.4%

7.5%MSFT5.9%

5.2%AMZN3.8%

Held in common54.6%

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	ATMFC	Motley Fool 100 Index ETFRead Desk		0.50%	0.13%	+1.7%	+8.8%	+7.3%	+26.7%	+13.2%	−12.1%	$2.0B
2	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

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	ATMFC	Motley Fool 100 Index ETFRead Desk		0.50%	0.13%	+1.7%	+8.8%	+7.3%	+26.7%	+13.2%	−12.1%	$2.0B
2	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

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

TMFC vs SPY

TMFC

Motley Fool 100 Index

$18,604

SPY

SPDR S&P 500

$18,060

MeasureTMFCSPY

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield0.13%0.99%

5 years, per year+13.2%+12.6%

3 years, per year+26.7%+24.1%

Worst drop · 1Y−12.1%−8.9%

Volatility · 1Y15.0%12.9%

4–2measures won
SPY first

54.6%

holdings shared

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: TMFC, SPY

Today

54.6%most shared, TMFC and SPY

TMFCSPY

TMFC—54.6%

SPY54.6%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

TMFC$13 − $50 = −$37

KeptFee

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