TSPA vs SPYM

ATSPA

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,439TSPA · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common79.1%TSPA and SPYM

TSPA

SPYM

T. Rowe Price U.S. Equity Research ETF · $4.7BState Street SPDR Portfolio S&P 500 ETF · $182B

+22.0%3 years · per year$18,180 · $18,222+22.1%

+11.8%5 years · per year$17,439 · $17,164+11.4%

0.34%Expense ratio$34 · $2 on $10k · lower wins0.02%

0.58%12-mo yield$58 · $106 on $10k1.06%

−9.2%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsTSPA · SPYM

8.6%NVDA7.3%

7.1%AAPL7.7%

5.8%MSFT6.2%

3.8%AMZN3.9%

Held in common79.1%

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	ATSPA	T. Rowe Price U.S. Equity Research ETFRead Desk		0.34%	0.58%	−4.4%	+7.9%	+9.1%	+22.0%	+11.8%	−9.2%	$4.7B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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	ATSPA	T. Rowe Price U.S. Equity Research ETFRead Desk		0.34%	0.58%	−4.4%	+7.9%	+9.1%	+22.0%	+11.8%	−9.2%	$4.7B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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

TSPA vs SPYM

TSPA

T. Rowe Price U.S. Equity Research

$17,439

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureTSPASPYM

Fee0.34%0.02%

Cost on $10k a year$34$2

Yield0.58%1.06%

5 years, per year+11.8%+11.4%

3 years, per year+22.0%+22.1%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y14.3%13.6%

5–1measures won
SPYM first

79.1%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TSPA, SPYM

Today

79.1%most shared, TSPA and SPYM

TSPASPYM

TSPA—79.1%

SPYM79.1%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

TSPA$58 − $34 = $24

KeptFee

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