WLDR vs SPY

AWLDR

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,525WLDR · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income7.66%WLDR · $766 on $10k

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

Held in common6.4%WLDR and SPY

WLDR

SPY

Affinity World Leaders Equity ETF · $143MState Street SPDR S&P 500 ETF · $819B

+30.0%3 years · per year$21,946 · $18,039+21.7%

+16.6%5 years · per year$21,525 · $17,118+11.3%

1.05%Expense ratio$105 · $9 on $10k · lower wins0.09%

7.66%12-mo yield$766 · $103 on $10k1.03%

−12.4%Worst dropSmaller wins−8.9%

18.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsWLDR · SPY

2.6%MU1.2%

1.0%CAT0.4%

3.6%VZ0.3%

2.4%CRM0.3%

Held in common6.4%

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	AWLDR	Affinity World Leaders Equity ETFRead Desk		1.05%	7.66%	−0.9%	+20.8%	+27.4%	+30.0%	+16.6%	−12.4%	$143M
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	AWLDR	Affinity World Leaders Equity ETFRead Desk		1.05%	7.66%	−0.9%	+20.8%	+27.4%	+30.0%	+16.6%	−12.4%	$143M
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

WLDR vs SPY

WLDR

Affinity World Leaders Equity

$21,525

SPY

SPDR S&P 500

$17,118

MeasureWLDRSPY

Fee1.05%0.09%

Cost on $10k a year$105$9

Yield7.66%1.03%

5 years, per year+16.6%+11.3%

3 years, per year+30.0%+21.7%

Worst drop · 1Y−12.4%−8.9%

Volatility · 1Y18.8%13.6%

3–3measures won
level

6.4%

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: WLDR, SPY

Today

6.4%most shared, WLDR and SPY

WLDRSPY

WLDR—6.4%

SPY6.4%—

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

Income After Fees on $10,000

$661most kept, WLDR

WLDR$766 − $105 = $661

SPY$103 − $9 = $94

KeptFee

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