TMFX vs SPY

ATMFX

BSPY

Measures won0–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common1.5%TMFX and SPY

TMFX

SPY

Motley Fool Next Index ETF · $38MState Street SPDR S&P 500 ETF · $819B

+20.9%3 years · per year$17,682 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

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

0.05%12-mo yield$5 · $103 on $10k1.03%

−13.9%Worst dropSmaller wins−8.9%

18.1%VolatilityLower wins13.6%

0–5SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTMFX · SPY

1.6%CCI0.1%

1.6%GEHC0.1%

1.6%CBOE0.1%

1.5%BIIB0.1%

Held in common1.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ATMFX	Motley Fool Next Index ETFRead Desk	0.50%	0.05%	−0.2%	+11.5%	+11.8%	+20.9%	new	−13.9%	$38M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	ATMFX	Motley Fool Next Index ETFRead Desk	0.50%	0.05%	−0.2%	+11.5%	+11.8%	+20.9%	new	−13.9%	$38M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TMFX vs SPY

TMFX

Motley Fool Next Index

[…]

SPY

SPDR S&P 500

$17,118

MeasureTMFXSPY

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield0.05%1.03%

5 years, per year[…]+11.3%

3 years, per year+20.9%+21.7%

Worst drop · 1Y−13.9%−8.9%

Volatility · 1Y18.1%13.6%

5–0measures won
SPY first

1.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: TMFX, SPY, IVV

Today

99.9%most shared, SPY and IVV

TMFXSPYIVV

TMFX—1.5%1.5%

SPY1.5%—99.9%

IVV1.5%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

TMFX$5 − $50 = −$45

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee