USCA vs SPY

AUSCA

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.07%USCA · $7 on $10k

Most income1.09%USCA · $109 on $10k

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

Held in common82.4%USCA and SPY

USCA

SPY

Xtrackers MSCI USA Climate Action Equity ETF · $3.2BState Street SPDR S&P 500 ETF · $778B

+20.1%3 years · per year$17,325 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.07%Expense ratio$7 · $9 on $10k · lower wins0.09%

1.09%12-mo yield$109 · $103 on $10k1.03%

−10.3%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.6%

2–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSCA · SPY

9.7%AAPL7.9%

8.0%NVDA6.9%

7.3%MSFT6.3%

4.9%AMZN4.0%

Held in common82.4%

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AUSCA	Xtrackers MSCI USA Climate Action Equity ETFRead Desk		0.07%	1.09%	+0.3%	+5.3%	+5.7%	+20.1%	new	−10.3%	$3.2B

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AUSCA	Xtrackers MSCI USA Climate Action Equity ETFRead Desk		0.07%	1.09%	+0.3%	+5.3%	+5.7%	+20.1%	new	−10.3%	$3.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USCA vs SPY

USCA

Xtrackers MSCI USA Climate Action Equity

[…]

SPY

SPDR S&P 500

$17,118

MeasureUSCASPY

Fee0.07%0.09%

Cost on $10k a year$7$9

Yield1.09%1.03%

5 years, per year[…]+11.3%

3 years, per year+20.1%+21.7%

Worst drop · 1Y−10.3%−8.9%

Volatility · 1Y13.9%13.6%

3–2measures won
SPY first

82.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: USCA, SPY

Today

82.4%most shared, USCA and SPY

USCASPY

USCA—82.4%

SPY82.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, USCA

USCA$109 − $7 = $102

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee