XAR vs SPYM

AXAR

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$19,789XAR · SPYM $17,749

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 common2.0%XAR and SPYM

XAR

SPYM

State Street SPDR S&P Aerospace & Defense ETF · $5.2BState Street SPDR Portfolio S&P 500 ETF · $185B

+28.4%3 years · per year$21,173 · $19,092+24.1%

+14.6%5 years · per year$19,789 · $17,749+12.2%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

0.18%12-mo yield$18 · $103 on $10k1.03%

−26.6%Worst dropSmaller wins−8.9%

29.6%VolatilityLower wins12.7%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXAR · SPYM

2.8%GE0.5%

3.0%RTX0.4%

2.5%BA0.2%

3.6%LMT0.2%

Held in common2.0%

End-of-day Nov 3, 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	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk		0.35%	0.18%	+1.3%	−2.9%	−5.7%	+28.4%	+14.6%	−26.6%	$5.2B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B

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

Both

5Y2 funds

#			Trend
1	AXAR	State Street SPDR S&P Aerospace & Defense ETFRead Desk		0.35%	0.18%	+1.3%	−2.9%	−5.7%	+28.4%	+14.6%	−26.6%	$5.2B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B

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

Cards for this view

XAR vs SPYM

XAR

SPDR S&P Aerospace & Defense

$19,790

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureXARSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield0.18%1.03%

5 years, per year+14.6%+12.2%

3 years, per year+28.4%+24.1%

Worst drop · 1Y−26.6%−8.9%

Volatility · 1Y29.6%12.7%

4–2measures won
SPYM first

2.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: XAR, SPYM

Today

2.0%most shared, XAR and SPYM

XARSPYM

XAR—2.0%

SPYM2.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

XAR$18 − $35 = −$17

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee