USXF vs SPY

AUSXF

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · USXF $16,860

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 common38.4%USXF and SPY

USXF

SPY

iShares ESG Advanced MSCI USA ETF · $1.3BState Street SPDR S&P 500 ETF · $819B

+23.1%3 years · per year$18,648 · $18,174+22.0%

+11.0%5 years · per year$16,860 · $17,099+11.3%

0.10%Expense ratio$10 · $9 on $10k · lower wins0.09%

0.94%12-mo yield$94 · $103 on $10k1.03%

−12.9%Worst dropSmaller wins−8.9%

20.6%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSXF · SPY

12.0%NVDA7.3%

6.1%AVGO2.3%

3.7%MU1.4%

3.3%AMD1.2%

Held in common38.4%

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	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%	$818.5B
2	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.94%	−6.4%	+7.0%	+6.7%	+23.1%	+11.0%	−12.9%	$1.3B

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	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%	$818.5B
2	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.94%	−6.4%	+7.0%	+6.7%	+23.1%	+11.0%	−12.9%	$1.3B

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

USXF vs SPY

USXF

iShares ESG Advanced MSCI USA

$16,860

SPY

SPDR S&P 500

$17,099

MeasureUSXFSPY

Fee0.10%0.09%

Cost on $10k a year$10$9

Yield0.94%1.03%

5 years, per year+11.0%+11.3%

3 years, per year+23.1%+22.0%

Worst drop · 1Y−12.9%−8.9%

Volatility · 1Y20.6%13.6%

5–1measures won
SPY first

38.4%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: USXF, SPY

Today

38.4%most shared, USXF and SPY

USXFSPY

USXF—38.4%

SPY38.4%—

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

USXF$94 − $10 = $84

KeptFee

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