USPX vs SPY

AUSPX

BSPY

Measures won4–2USPX wins · of 6 · 5Y

$10,000 · 5Y$17,172USPX · SPY $17,118

Lowest cost0.03%USPX · $3 on $10k

Most income1.07%USPX · $107 on $10k

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

Held in common94.9%USPX and SPY

USPX

SPY

Franklin U.S. Equity Index ETF · $2.0BState Street SPDR S&P 500 ETF · $819B

+21.8%3 years · per year$18,060 · $18,039+21.7%

+11.4%5 years · per year$17,172 · $17,118+11.3%

0.03%Expense ratio$3 · $9 on $10k · lower wins0.09%

1.07%12-mo yield$107 · $103 on $10k1.03%

−9.1%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

4–2USPX wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSPX · SPY

8.0%AAPL7.9%

6.7%NVDA6.9%

6.3%MSFT6.3%

4.1%AMZN4.0%

Held in common94.9%

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	AUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.07%	+0.4%	+8.3%	+9.0%	+21.8%	+11.4%	−9.1%	$2.0B
2	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%	$818.5B

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	AUSPX	Franklin U.S. Equity Index ETFRead Desk		0.03%	1.07%	+0.4%	+8.3%	+9.0%	+21.8%	+11.4%	−9.1%	$2.0B
2	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%	$818.5B

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

USPX vs SPY

USPX

Franklin U.S. Equity Index

$17,172

SPY

SPDR S&P 500

$17,118

MeasureUSPXSPY

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield1.07%1.03%

5 years, per year+11.4%+11.3%

3 years, per year+21.8%+21.7%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.7%13.6%

4–2measures won
USPX first

94.9%

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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: USPX, SPY

Today

94.9%most shared, USPX and SPY

USPXSPY

USPX—94.9%

SPY94.9%—

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

Income After Fees on $10,000

$104most kept, USPX

USPX$107 − $3 = $104

SPY$103 − $9 = $94

KeptFee

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