VSLU vs SPYM

AVSLU

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,347VSLU · SPYM $17,192

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 common59.8%VSLU and SPYM

VSLU

SPYM

Applied Finance Valuation Large Cap ETF · $600MState Street SPDR Portfolio S&P 500 ETF · $182B

+22.8%3 years · per year$18,501 · $18,082+21.8%

+12.9%5 years · per year$18,347 · $17,192+11.4%

0.49%Expense ratio$49 · $2 on $10k · lower wins0.02%

0.42%12-mo yield$42 · $105 on $10k1.05%

−9.2%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVSLU · SPYM

10.5%AAPL7.9%

8.3%NVDA6.9%

8.6%MSFT6.3%

5.0%GOOGL2.6%

Held in common59.8%

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	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

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	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

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 SPYM

VSLU

Applied Finance Valuation Large Cap

$18,347

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureVSLUSPYM

Fee0.49%0.02%

Cost on $10k a year$49$2

Yield0.42%1.05%

5 years, per year+12.9%+11.4%

3 years, per year+22.8%+21.8%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y13.1%13.6%

3–3measures won
level

59.8%

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, SPYM

Today

59.8%most shared, VSLU and SPYM

VSLUSPYM

VSLU—59.8%

SPYM59.8%—

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

VSLU$42 − $49 = −$7

KeptFee

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