TSME vs SPY

ATSME

BSPY

Measures won0–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common0.7%TSME and SPY

TSME

SPY

Thrivent Small-Mid Cap Equity ETF · $856MState Street SPDR S&P 500 ETF · $805B

+20.0%3 years · per year$17,262 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.65%Expense ratio$65 · $9 on $10k · lower wins0.09%

0.16%12-mo yield$16 · $103 on $10k1.03%

−16.0%Worst dropSmaller wins−8.9%

24.3%VolatilityLower wins13.6%

0–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsTSME · SPY

0.9%PWR0.1%

0.9%HOOD0.1%

1.9%COR0.1%

1.2%AZO0.1%

Held in common0.7%

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	ATSME	Thrivent Small-Mid Cap Equity ETFRead Desk		0.65%	0.16%	−5.5%	+5.7%	+8.6%	+20.0%	new	−16.0%	$856M

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	ATSME	Thrivent Small-Mid Cap Equity ETFRead Desk		0.65%	0.16%	−5.5%	+5.7%	+8.6%	+20.0%	new	−16.0%	$856M

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

TSME vs SPY

TSME

Thrivent Small-Mid Cap Equity

[…]

SPY

SPDR S&P 500

$17,099

MeasureTSMESPY

Fee0.65%0.09%

Cost on $10k a year$65$9

Yield0.16%1.03%

5 years, per year[…]+11.3%

3 years, per year+20.0%+22.0%

Worst drop · 1Y−16.0%−8.9%

Volatility · 1Y24.3%13.6%

5–0measures won
SPY first

0.7%

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: TSME, SPY

Today

0.7%most shared, TSME and SPY

TSMESPY

TSME—0.7%

SPY0.7%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

TSME$16 − $65 = −$49

KeptFee

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