VSLU vs SPY

AVSLU

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,347VSLU · SPY $17,118

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 common59.7%VSLU and SPY

VSLU

SPY

Applied Finance Valuation Large Cap ETF · $600MState Street SPDR S&P 500 ETF · $819B

+22.8%3 years · per year$18,501 · $18,039+21.7%

+12.9%5 years · per year$18,347 · $17,118+11.3%

0.49%Expense ratio$49 · $9 on $10k · lower wins0.09%

0.42%12-mo yield$42 · $103 on $10k1.03%

−9.2%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVSLU · SPY

10.5%AAPL7.9%

8.3%NVDA6.9%

8.6%MSFT6.3%

5.0%GOOGL2.6%

Held in common59.7%

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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk		0.49%	0.42%	0.0%	+9.1%	+9.5%	+22.8%	+12.9%	−9.2%	$600M
2	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

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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk		0.49%	0.42%	0.0%	+9.1%	+9.5%	+22.8%	+12.9%	−9.2%	$600M
2	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

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

VSLU vs SPY

VSLU

Applied Finance Valuation Large Cap

$18,347

SPY

SPDR S&P 500

$17,118

MeasureVSLUSPY

Fee0.49%0.09%

Cost on $10k a year$49$9

Yield0.42%1.03%

5 years, per year+12.9%+11.3%

3 years, per year+22.8%+21.7%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y13.1%13.6%

3–3measures won
level

59.7%

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: VSLU, SPY

Today

59.7%most shared, VSLU and SPY

VSLUSPY

VSLU—59.7%

SPY59.7%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

VSLU$42 − $49 = −$7

KeptFee

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