VOTE vs SPYM

AVOTE

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · VOTE $17,311

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common95.2%VOTE and SPYM

VOTE

SPYM

TCW Transform 500 ETF · $1.1BState Street SPDR Portfolio S&P 500 ETF · $179B

+22.3%3 years · per year$18,308 · $18,161+22.0%

+11.6%5 years · per year$17,311 · $17,553+11.9%

0.05%Expense ratio$5 · $2 on $10k · lower wins0.02%

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

−9.1%Worst dropSmaller wins−8.9%

14.0%VolatilityLower wins13.7%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsVOTE · SPYM

7.8%AAPL7.9%

6.8%NVDA7.1%

6.2%MSFT6.2%

4.0%AMZN4.0%

Held in common95.2%

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AVOTE	TCW Transform 500 ETFRead Desk		0.05%	0.94%	+2.4%	+11.4%	+13.6%	+22.3%	+11.6%	−9.1%	$1.1B

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AVOTE	TCW Transform 500 ETFRead Desk		0.05%	0.94%	+2.4%	+11.4%	+13.6%	+22.3%	+11.6%	−9.1%	$1.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VOTE vs SPYM

VOTE

TCW Transform 500

$17,311

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureVOTESPYM

Fee0.05%0.02%

Cost on $10k a year$5$2

Yield0.94%1.03%

5 years, per year+11.6%+11.9%

3 years, per year+22.3%+22.0%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y14.0%13.7%

5–1measures won
SPYM first

95.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VOTE, SPYM

Today

95.2%most shared, VOTE and SPYM

VOTESPYM

VOTE—95.2%

SPYM95.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

VOTE$94 − $5 = $89

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee