TMSL vs SPYM

ATMSL

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 common1.0%TMSL and SPYM

TMSL

SPYM

T. Rowe Price Small-Mid Cap ETF · $3.2BState Street SPDR Portfolio S&P 500 ETF · $182B

+22.7%3 years · per year$18,460 · $19,186+24.3%

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

0.55%Expense ratio$55 · $2 on $10k · lower wins0.02%

0.48%12-mo yield$48 · $101 on $10k1.01%

−11.2%Worst dropSmaller wins−8.9%

18.2%VolatilityLower wins12.8%

0–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsTMSL · SPYM

0.3%HBAN0.0%

0.8%TDY0.0%

0.4%AEE0.0%

0.5%DGX0.0%

Held in common1.0%

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	ATMSL	T. Rowe Price Small-Mid Cap ETFRead Desk		0.55%	0.48%	+1.0%	+18.2%	+21.6%	+22.7%	new	−11.2%	$3.2B

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	ATMSL	T. Rowe Price Small-Mid Cap ETFRead Desk		0.55%	0.48%	+1.0%	+18.2%	+21.6%	+22.7%	new	−11.2%	$3.2B

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

TMSL vs SPYM

TMSL

T. Rowe Price Small-Mid Cap

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureTMSLSPYM

Fee0.55%0.02%

Cost on $10k a year$55$2

Yield0.48%1.01%

5 years, per year[…]+12.6%

3 years, per year+22.7%+24.3%

Worst drop · 1Y−11.2%−8.9%

Volatility · 1Y18.2%12.8%

5–0measures won
SPYM first

1.0%

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: TMSL, SPYM

Today

1.0%most shared, TMSL and SPYM

TMSLSPYM

TMSL—1.0%

SPYM1.0%—

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

TMSL$48 − $55 = −$7

KeptFee

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