USFI vs SPYM

AUSFI

BSPYM

Measures won3–2USFI wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income4.03%USFI · $403 on $10k

Smallest drop−2.9%USFI · worst fall in 1Y

Held in common[…]USFI and SPYM

USFI

SPYM

BrandywineGLOBAL - U.S. Fixed Income ETF · $10MState Street SPDR Portfolio S&P 500 ETF · $183B

+6.2%3 years · per year$11,979 · $17,936+21.5%

[…]5 years · per year[…] · $17,429+11.8%

0.39%Expense ratio$39 · $2 on $10k · lower wins0.02%

4.03%12-mo yield$403 · $103 on $10k1.03%

−2.9%

End-of-day Nov 10, 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%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$183.2B
2	AUSFI	BrandywineGLOBAL - U.S. Fixed Income ETFRead Desk		0.39%	4.03%	0.0%	+0.3%	+0.5%	+6.2%	new	−2.9%	$10M

End-of-day Nov 10, 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%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$183.2B
2	AUSFI	BrandywineGLOBAL - U.S. Fixed Income ETFRead Desk		0.39%	4.03%	0.0%	+0.3%	+0.5%	+6.2%	new	−2.9%	$10M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USFI vs SPYM

USFI

BrandywineGLOBAL - U.S. Fixed Income

[…]

SPYM

SPDR Portfolio S&P 500

$17,429

MeasureUSFISPYM

Fee0.39%0.02%

Cost on $10k a year$39$2

Yield4.03%1.03%

5 years, per year[…]+11.8%

3 years, per year+6.2%+21.5%

Worst drop · 1Y−2.9%−8.9%

Volatility · 1Y2.9%

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USFI vs SPYM

Both

Both

$10,000 in USFI, SPYM

Overlap: USFI, SPYM

USFI vs SPYM

SPYM vs SPY

SCHD vs VIG

JEPQ vs JEPI

Overlap: USFI, SPYM

Income After Fees on $10,000