TMFX vs SPYM

ATMFX

BSPYM

Measures won0–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

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

Held in common1.5%TMFX and SPYM

TMFX

SPYM

Motley Fool Next Index ETF · $39MState Street SPDR Portfolio S&P 500 ETF · $182B

+22.9%3 years · per year$18,561 · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.50%Expense ratio$50 · $2 on $10k · lower wins0.02%

0.04%12-mo yield$4 · $101 on $10k1.01%

−13.9%Worst dropSmaller wins−8.9%

17.7%VolatilityLower wins12.8%

0–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsTMFX · SPYM

1.6%P0.1%

1.5%BIIB0.1%

1.5%CCI0.1%

1.5%GEHC0.1%

Held in common1.5%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ATMFX	Motley Fool Next Index ETFRead Desk		0.50%	0.04%	+2.1%	+16.1%	+15.5%	+22.9%	new	−13.9%	$39M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ATMFX	Motley Fool Next Index ETFRead Desk		0.50%	0.04%	+2.1%	+16.1%	+15.5%	+22.9%	new	−13.9%	$39M

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

TMFX vs SPYM

TMFX

Motley Fool Next Index

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureTMFXSPYM

Fee0.50%0.02%

Cost on $10k a year$50$2

Yield0.04%1.01%

5 years, per year[…]+12.6%

3 years, per year+22.9%+24.3%

Worst drop · 1Y−13.9%−8.9%

Volatility · 1Y17.7%12.8%

5–0measures won
SPYM first

1.5%

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: TMFX, SPYM

Today

1.5%most shared, TMFX and SPYM

TMFXSPYM

TMFX—1.5%

SPYM1.5%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

TMFX$4 − $50 = −$46

KeptFee

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