USXF vs SPYM

AUSXF

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · USXF $16,984

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 common37.5%USXF and SPYM

USXF

SPYM

iShares ESG Advanced MSCI USA ETF · $1.3BState Street SPDR Portfolio S&P 500 ETF · $182B

+23.0%3 years · per year$18,621 · $18,082+21.8%

+11.2%5 years · per year$16,984 · $17,192+11.4%

0.10%Expense ratio$10 · $2 on $10k · lower wins0.02%

0.93%12-mo yield$93 · $105 on $10k1.05%

−12.9%Worst dropSmaller wins−8.9%

20.6%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSXF · SPYM

11.6%NVDA6.9%

5.8%AVGO2.2%

3.3%MU1.2%

3.1%V1.1%

Held in common37.5%

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	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.93%	+1.0%	+8.1%	+7.5%	+23.0%	+11.2%	−12.9%	$1.3B

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	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.93%	+1.0%	+8.1%	+7.5%	+23.0%	+11.2%	−12.9%	$1.3B

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

USXF vs SPYM

USXF

iShares ESG Advanced MSCI USA

$16,984

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureUSXFSPYM

Fee0.10%0.02%

Cost on $10k a year$10$2

Yield0.93%1.05%

5 years, per year+11.2%+11.4%

3 years, per year+23.0%+21.8%

Worst drop · 1Y−12.9%−8.9%

Volatility · 1Y20.6%13.6%

5–1measures won
SPYM first

37.5%

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: USXF, SPYM

Today

37.5%most shared, USXF and SPYM

USXFSPYM

USXF—37.5%

SPYM37.5%—

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

USXF$93 − $10 = $83

KeptFee

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