USFR vs SPY

AUSFR

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · USFR $12,187

Lowest cost0.09%SPY · $9 on $10k

Most income3.71%USFR · $371 on $10k

Smallest drop−0.0%USFR · worst fall in 1Y

Held in common[…]USFR and SPY

USFR

SPY

WisdomTree Floating Rate Treasury Fund · $21.2BState Street SPDR S&P 500 ETF · $819B

+4.6%3 years · per year$11,453 · $18,174+22.0%

+4.0%5 years · per year$12,187 · $17,099+11.3%

0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%

3.71%12-mo yield$371 · $103 on $10k1.03%

−0.0%Worst dropSmaller wins−8.9%

0.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUSFR · SPY

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

Held in common[…]

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%	$818.5B
2	AUSFR	WisdomTree Floating Rate Treasury FundRead Desk		0.15%	3.71%	0.0%	+3.4%	+4.1%	+4.6%	+4.0%	−0.0%	$21.2B

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%	$818.5B
2	AUSFR	WisdomTree Floating Rate Treasury FundRead Desk		0.15%	3.71%	0.0%	+3.4%	+4.1%	+4.6%	+4.0%	−0.0%	$21.2B

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

USFR vs SPY

USFR

WisdomTree Floating Rate Treasury Fund

$12,187

SPY

SPDR S&P 500

$17,099

MeasureUSFRSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield3.71%1.03%

5 years, per year+4.0%+11.3%

3 years, per year+4.6%+22.0%

Worst drop · 1Y−0.0%−8.9%

Volatility · 1Y0.3%13.6%

3–3measures won
level

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: USFR, SPY

Today

[…]holdings […]

USFRSPY

USFR—[…]

SPY[…]—

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

Income After Fees on $10,000

$356most kept, USFR

USFR$371 − $15 = $356

SPY$103 − $9 = $94

KeptFee

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