WUGI vs SPY

AWUGI

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · WUGI $13,644

Lowest cost0.09%SPY · $9 on $10k

Most income24.50%WUGI · $2,450 on $10k

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

Held in common20.3%WUGI and SPY

WUGI

SPY

AXS Esoterica NextG Economy ETF · $25MState Street SPDR S&P 500 ETF · $778B

+25.8%3 years · per year$19,888 · $18,039+21.7%

+6.4%5 years · per year$13,644 · $17,118+11.3%

1.46%Expense ratio$146 · $9 on $10k · lower wins0.09%

24.50%12-mo yield$2,450 · $103 on $10k1.03%

−32.0%Worst dropSmaller wins−8.9%

37.0%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsWUGI · SPY

6.4%NVDA6.9%

7.2%AMZN4.0%

4.4%AVGO2.2%

5.0%GOOG2.1%

Held in common20.3%

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	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%	$777.7B
2	AWUGI	AXS Esoterica NextG Economy ETFRead Desk		1.46%	24.50%	+3.1%	−6.8%	−8.7%	+25.8%	+6.4%	−32.0%	$25M

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	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%	$777.7B
2	AWUGI	AXS Esoterica NextG Economy ETFRead Desk		1.46%	24.50%	+3.1%	−6.8%	−8.7%	+25.8%	+6.4%	−32.0%	$25M

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

WUGI vs SPY

WUGI

AXS Esoterica NextG Economy

$13,644

SPY

SPDR S&P 500

$17,118

MeasureWUGISPY

Fee1.46%0.09%

Cost on $10k a year$146$9

Yield24.50%1.03%

5 years, per year+6.4%+11.3%

3 years, per year+25.8%+21.7%

Worst drop · 1Y−32.0%−8.9%

Volatility · 1Y37.0%13.6%

4–2measures won
SPY first

20.3%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: WUGI, SPY

Today

20.3%most shared, WUGI and SPY

WUGISPY

WUGI—20.3%

SPY20.3%—

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

Income After Fees on $10,000

$2,304most kept, WUGI

WUGI$2,450 − $146 = $2,304

SPY$103 − $9 = $94

KeptFee

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