WRND vs SPYM

AWRND

BSPYM

Measures won0–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM

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 common44.9%WRND and SPYM

WRND

SPYM

NYLI Global Equity R&D Leaders ETF · $10MState Street SPDR Portfolio S&P 500 ETF · $179B

+20.7%3 years · per year$17,583 · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.18%Expense ratio$18 · $2 on $10k · lower wins0.02%

0.99%12-mo yield$99 · $103 on $10k1.03%

−14.3%Worst dropSmaller wins−8.9%

21.3%VolatilityLower wins13.7%

0–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsWRND · SPYM

7.6%AAPL7.9%

6.9%NVDA7.1%

4.9%MSFT6.2%

4.3%AMZN4.0%

Held in common44.9%

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	AWRND	NYLI Global Equity R&D Leaders ETFRead Desk		0.18%	0.99%	+3.6%	+8.9%	+10.3%	+20.7%	new	−14.3%	$10M

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	AWRND	NYLI Global Equity R&D Leaders ETFRead Desk		0.18%	0.99%	+3.6%	+8.9%	+10.3%	+20.7%	new	−14.3%	$10M

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

WRND vs SPYM

WRND

NYLI Global Equity R&D Leaders

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureWRNDSPYM

Fee0.18%0.02%

Cost on $10k a year$18$2

Yield0.99%1.03%

5 years, per year[…]+11.9%

3 years, per year+20.7%+22.0%

Worst drop · 1Y−14.3%−8.9%

Volatility · 1Y21.3%13.7%

4–0measures won
SPYM first

44.9%

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: WRND, SPYM

Today

44.9%most shared, WRND and SPYM

WRNDSPYM

WRND—44.9%

SPYM44.9%—

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

WRND$99 − $18 = $81

KeptFee

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