TYA vs SPYM

ATYA

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · TYA $5,687

Lowest cost0.02%SPYM · $2 on $10k

Most income4.24%TYA · $424 on $10k

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

Held in common0.0%TYA and SPYM

TYA

SPYM

Simplify Intermediate Term Treasury Futures Strategy ETF · $44MState Street SPDR Portfolio S&P 500 ETF · $182B

+3.5%3 years · per year$11,101 · $19,186+24.3%

−10.7%5 years · per year$5,687 · $18,126+12.6%

0.38%Expense ratio$38 · $2 on $10k · lower wins0.02%

4.24%12-mo yield$424 · $101 on $10k1.01%

−20.8%Worst dropSmaller wins−8.9%

13.5%VolatilityLower wins12.8%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsTYA · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	ATYA	Simplify Intermediate Term Treasury Futures Strategy ETFRead Desk		0.38%	4.24%	+1.2%	−10.0%	−10.5%	+3.5%	−10.7%	−20.8%	$44M

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	ATYA	Simplify Intermediate Term Treasury Futures Strategy ETFRead Desk		0.38%	4.24%	+1.2%	−10.0%	−10.5%	+3.5%	−10.7%	−20.8%	$44M

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

TYA vs SPYM

TYA

Simplify Intermediate Term Treasury Futures Strategy

$5,687

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureTYASPYM

Fee0.38%0.02%

Cost on $10k a year$38$2

Yield4.24%1.01%

5 years, per year−10.7%+12.6%

3 years, per year+3.5%+24.3%

Worst drop · 1Y−20.8%−8.9%

Volatility · 1Y13.5%12.8%

5–1measures won
SPYM first

0.0%

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: TYA, SPYM

Today

0.0%most shared, TYA and SPYM

TYASPYM

TYA—0.0%

SPYM0.0%—

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

Income After Fees on $10,000

$386most kept, TYA

TYA$424 − $38 = $386

SPYM$101 − $2 = $99

KeptFee

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