USSG vs SPYM

AUSSG

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · USSG $16,839

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 common50.4%USSG and SPYM

USSG

SPYM

Xtrackers MSCI USA Selection Equity ETF · $560MState Street SPDR Portfolio S&P 500 ETF · $178B

+22.1%3 years · per year$18,197 · $18,082+21.8%

+11.0%5 years · per year$16,839 · $17,192+11.4%

0.09%Expense ratio$9 · $2 on $10k · lower wins0.02%

1.00%12-mo yield$100 · $105 on $10k1.05%

−11.2%Worst dropSmaller wins−8.9%

14.9%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSSG · SPYM

12.6%NVDA6.9%

11.4%MSFT6.3%

5.0%GOOGL2.6%

4.0%GOOG2.1%

Held in common50.4%

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%	$177.9B
2	AUSSG	Xtrackers MSCI USA Selection Equity ETFRead Desk		0.09%	1.00%	+0.3%	+8.7%	+9.9%	+22.1%	+11.0%	−11.2%	$560M

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%	$177.9B
2	AUSSG	Xtrackers MSCI USA Selection Equity ETFRead Desk		0.09%	1.00%	+0.3%	+8.7%	+9.9%	+22.1%	+11.0%	−11.2%	$560M

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

USSG vs SPYM

USSG

Xtrackers MSCI USA Selection Equity

$16,839

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureUSSGSPYM

Fee0.09%0.02%

Cost on $10k a year$9$2

Yield1.00%1.05%

5 years, per year+11.0%+11.4%

3 years, per year+22.1%+21.8%

Worst drop · 1Y−11.2%−8.9%

Volatility · 1Y14.9%13.6%

5–1measures won
SPYM first

50.4%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: USSG, SPYM

Today

50.4%most shared, USSG and SPYM

USSGSPYM

USSG—50.4%

SPYM50.4%—

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

USSG$100 − $9 = $91

KeptFee

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