USMC vs SPY

AUSMC

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,953USMC · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common50.0%USMC and SPY

USMC

SPY

Principal U.S. Mega-Cap ETF · $4.9BState Street SPDR S&P 500 ETF · $805B

+21.1%3 years · per year$17,754 · $18,174+22.0%

+12.4%5 years · per year$17,953 · $17,099+11.3%

0.12%Expense ratio$12 · $9 on $10k · lower wins0.09%

0.78%12-mo yield$78 · $103 on $10k1.03%

−10.0%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins13.6%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMC · SPY

7.7%AAPL7.7%

7.3%NVDA7.3%

6.2%MSFT6.2%

3.9%AMZN3.9%

Held in common50.0%

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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.78%	−5.1%	+5.5%	+5.4%	+21.1%	+12.4%	−10.0%	$4.9B
2	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%	$804.8B

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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.78%	−5.1%	+5.5%	+5.4%	+21.1%	+12.4%	−10.0%	$4.9B
2	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%	$804.8B

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

USMC vs SPY

USMC

Principal U.S. Mega-Cap

$17,953

SPY

SPDR S&P 500

$17,099

MeasureUSMCSPY

Fee0.12%0.09%

Cost on $10k a year$12$9

Yield0.78%1.03%

5 years, per year+12.4%+11.3%

3 years, per year+21.1%+22.0%

Worst drop · 1Y−10.0%−8.9%

Volatility · 1Y13.6%13.6%

4–1measures won
SPY first

50.0%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: USMC, SPY

Today

50.0%most shared, USMC and SPY

USMCSPY

USMC—50.0%

SPY50.0%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

USMC$78 − $12 = $66

KeptFee

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