USPX vs SPYM

AUSPX

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · USPX $17,172

Lowest cost0.02%SPYM · $2 on $10k

Most income1.07%USPX · $107 on $10k

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

Held in common95.0%USPX and SPYM

USPX

SPYM

Franklin U.S. Equity Index ETF · $2.0BState Street SPDR Portfolio S&P 500 ETF · $182B

+21.8%3 years · per year$18,060 · $18,082+21.8%

+11.4%5 years · per year$17,172 · $17,192+11.4%

0.03%Expense ratio$3 · $2 on $10k · lower wins0.02%

1.07%12-mo yield$107 · $105 on $10k1.05%

−9.1%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

1–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSPX · SPYM

8.0%AAPL7.9%

6.7%NVDA6.9%

6.3%MSFT6.3%

4.1%AMZN4.0%

Held in common95.0%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	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

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	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

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 SPYM

USPX

Franklin U.S. Equity Index

$17,172

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureUSPXSPYM

Fee0.03%0.02%

Cost on $10k a year$3$2

Yield1.07%1.05%

5 years, per year+11.4%+11.4%

3 years, per year+21.8%+21.8%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.7%13.6%

3–0measures won
SPYM first

95.0%

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, SPYM

Today

95.0%most shared, USPX and SPYM

USPXSPYM

USPX—95.0%

SPYM95.0%—

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

SPYM$105 − $2 = $103

KeptFee

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