WISE vs SPY

AWISE

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income5.33%WISE · $533 on $10k

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

Held in common15.5%WISE and SPY

WISE

SPY

Themes Generative Artificial Intelligence ETF · $22MState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

5.33%12-mo yield$533 · $99 on $10k0.99%

−33.3%Worst dropSmaller wins−8.9%

35.2%VolatilityLower wins12.9%

1–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsWISE · SPY

5.6%NVDA7.7%

2.7%AMZN3.8%

4.1%GOOGL2.5%

3.7%AVGO2.4%

Held in common15.5%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AWISE	Themes Generative Artificial Intelligence ETFRead Desk		0.35%	5.33%	−0.7%	−22.7%	−32.6%	new	new	−33.3%	$22M

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AWISE	Themes Generative Artificial Intelligence ETFRead Desk		0.35%	5.33%	−0.7%	−22.7%	−32.6%	new	new	−33.3%	$22M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WISE vs SPY

WISE

Themes Generative Artificial Intelligence

[…]

SPY

SPDR S&P 500

$18,060

MeasureWISESPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield5.33%0.99%

5 years, per year[…]+12.6%

3 years, per year[…]+24.1%

Worst drop · 1Y−33.3%−8.9%

Volatility · 1Y35.2%12.9%

3–1measures won
SPY first

15.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: WISE, SPY

Today

15.5%most shared, WISE and SPY

WISESPY

WISE—15.5%

SPY15.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$498most kept, WISE

WISE$533 − $35 = $498

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee