WUGI vs SPYM

AWUGI

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · WUGI $14,162

Lowest cost0.02%SPYM · $2 on $10k

Most income23.35%WUGI · $2,335 on $10k

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

Held in common24.6%WUGI and SPYM

WUGI

SPYM

AXS Esoterica NextG Economy ETF · $25MState Street SPDR Portfolio S&P 500 ETF · $179B

+27.4%3 years · per year$20,675 · $18,161+22.0%

+7.2%5 years · per year$14,163 · $17,553+11.9%

1.46%Expense ratio$146 · $2 on $10k · lower wins0.02%

23.35%12-mo yield$2,335 · $103 on $10k1.03%

−32.0%Worst dropSmaller wins−8.9%

37.2%VolatilityLower wins13.7%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsWUGI · SPYM

6.4%NVDA7.1%

4.0%MSFT6.2%

12.9%AMZN4.0%

4.3%AVGO2.2%

Held in common24.6%

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	AWUGI	AXS Esoterica NextG Economy ETFRead Desk		1.46%	23.35%	+4.9%	−2.2%	−2.4%	+27.4%	+7.2%	−32.0%	$25M

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	AWUGI	AXS Esoterica NextG Economy ETFRead Desk		1.46%	23.35%	+4.9%	−2.2%	−2.4%	+27.4%	+7.2%	−32.0%	$25M

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

WUGI vs SPYM

WUGI

AXS Esoterica NextG Economy

$14,163

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureWUGISPYM

Fee1.46%0.02%

Cost on $10k a year$146$2

Yield23.35%1.03%

5 years, per year+7.2%+11.9%

3 years, per year+27.4%+22.0%

Worst drop · 1Y−32.0%−8.9%

Volatility · 1Y37.2%13.7%

4–2measures won
SPYM first

24.6%

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: WUGI, SPYM

Today

24.6%most shared, WUGI and SPYM

WUGISPYM

WUGI—24.6%

SPYM24.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,189most kept, WUGI

WUGI$2,335 − $146 = $2,189

SPYM$103 − $2 = $101

KeptFee

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