TOK vs SPY

ATOK

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · TOK $16,361

Lowest cost0.09%SPY · $9 on $10k

Most income1.32%TOK · $132 on $10k

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

Held in common75.0%TOK and SPY

TOK

SPY

iShares MSCI Kokusai ETF · $240MState Street SPDR S&P 500 ETF · $805B

+21.9%3 years · per year$18,134 · $18,174+22.0%

+10.3%5 years · per year$16,361 · $17,099+11.3%

0.25%Expense ratio$25 · $9 on $10k · lower wins0.09%

1.32%12-mo yield$132 · $103 on $10k1.03%

−9.1%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsTOK · SPY

6.0%AAPL7.7%

5.4%NVDA7.3%

4.6%MSFT6.2%

3.0%AMZN3.9%

Held in common75.0%

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ATOK	iShares MSCI Kokusai ETFRead Desk		0.25%	1.32%	−3.2%	+8.7%	+10.9%	+21.9%	+10.3%	−9.1%	$240M

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ATOK	iShares MSCI Kokusai ETFRead Desk		0.25%	1.32%	−3.2%	+8.7%	+10.9%	+21.9%	+10.3%	−9.1%	$240M

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

Cards for this view

TOK vs SPY

TOK

iShares MSCI Kokusai

$16,361

SPY

SPDR S&P 500

$17,099

MeasureTOKSPY

Fee0.25%0.09%

Cost on $10k a year$25$9

Yield1.32%1.03%

5 years, per year+10.3%+11.3%

3 years, per year+21.9%+22.0%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.2%13.6%

4–2measures won
SPY first

75.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TOK, SPY

Today

75.0%most shared, TOK and SPY

TOKSPY

TOK—75.0%

SPY75.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, TOK

TOK$132 − $25 = $107

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee