VCLN vs SPY

AVCLN

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · VCLN $9,674

Lowest cost0.09%SPY · $9 on $10k

Most income2.06%VCLN · $206 on $10k

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

Held in common1.1%VCLN and SPY

VCLN

SPY

Virtus Duff & Phelps Clean Energy ETF · $5MState Street SPDR S&P 500 ETF · $819B

+20.1%3 years · per year$17,325 · $18,039+21.7%

−0.7%5 years · per year$9,674 · $17,118+11.3%

0.59%Expense ratio$59 · $9 on $10k · lower wins0.09%

2.06%12-mo yield$206 · $103 on $10k1.03%

−30.8%Worst dropSmaller wins−8.9%

30.6%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsVCLN · SPY

1.0%GEV0.3%

1.6%NEE0.3%

1.5%SO0.2%

1.9%CEG0.1%

Held in common1.1%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AVCLN	Virtus Duff & Phelps Clean Energy ETFRead Desk		0.59%	2.06%	+1.3%	+1.4%	−1.8%	+20.1%	−0.7%	−30.8%	$5M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AVCLN	Virtus Duff & Phelps Clean Energy ETFRead Desk		0.59%	2.06%	+1.3%	+1.4%	−1.8%	+20.1%	−0.7%	−30.8%	$5M

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

VCLN vs SPY

VCLN

Virtus Duff & Phelps Clean Energy

$9,674

SPY

SPDR S&P 500

$17,118

MeasureVCLNSPY

Fee0.59%0.09%

Cost on $10k a year$59$9

Yield2.06%1.03%

5 years, per year−0.7%+11.3%

3 years, per year+20.1%+21.7%

Worst drop · 1Y−30.8%−8.9%

Volatility · 1Y30.6%13.6%

5–1measures won
SPY first

1.1%

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: VCLN, SPY

Today

1.1%most shared, VCLN and SPY

VCLNSPY

VCLN—1.1%

SPY1.1%—

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

Income After Fees on $10,000

$147most kept, VCLN

VCLN$206 − $59 = $147

SPY$103 − $9 = $94

KeptFee

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