USSE vs SPYM

AUSSE

BSPYM

Measures won0–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common29.9%USSE and SPYM

USSE

SPYM

Segall Bryant & Hamill Select Equity ETF · $363MState Street SPDR Portfolio S&P 500 ETF · $182B

+17.2%3 years · per year$16,115 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.67%Expense ratio$67 · $2 on $10k · lower wins0.02%

0.00%12-mo yield$0 · $105 on $10k1.05%

−10.5%Worst dropSmaller wins−8.9%

17.6%VolatilityLower wins13.6%

0–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSSE · SPYM

6.4%NVDA6.9%

8.3%MSFT6.3%

5.3%AAPL7.9%

6.5%AMZN4.0%

Held in common29.9%

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	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	AUSSE	Segall Bryant & Hamill Select Equity ETFRead Desk		0.67%	0.00%	+1.1%	+14.4%	+14.3%	+17.2%	new	−10.5%	$363M

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	AUSSE	Segall Bryant & Hamill Select Equity ETFRead Desk		0.67%	0.00%	+1.1%	+14.4%	+14.3%	+17.2%	new	−10.5%	$363M

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

USSE vs SPYM

USSE

Segall Bryant & Hamill Select Equity

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureUSSESPYM

Fee0.67%0.02%

Cost on $10k a year$67$2

Yield0.00%1.05%

5 years, per year[…]+11.4%

3 years, per year+17.2%+21.8%

Worst drop · 1Y−10.5%−8.9%

Volatility · 1Y17.6%13.6%

5–0measures won
SPYM first

29.9%

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: USSE, SPYM

Today

29.9%most shared, USSE and SPYM

USSESPYM

USSE—29.9%

SPYM29.9%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

USSE$0 − $67 = −$67

KeptFee

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