XHB vs SPYM

AXHB

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · XHB $13,788

Lowest cost0.02%SPYM · $2 on $10k

Most income1.07%XHB · $107 on $10k

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

Held in common1.4%XHB and SPYM

XHB

SPYM

State Street SPDR S&P Homebuilders ETF · $1.6BState Street SPDR Portfolio S&P 500 ETF · $182B

+12.4%3 years · per year$14,207 · $18,082+21.8%

+6.6%5 years · per year$13,788 · $17,192+11.4%

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

1.07%12-mo yield$107 · $105 on $10k1.05%

−22.8%Worst dropSmaller wins−8.9%

29.0%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXHB · SPYM

3.5%HD0.6%

3.5%LOW0.2%

2.7%TT0.1%

2.8%JCI0.1%

Held in common1.4%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AXHB	State Street SPDR S&P Homebuilders ETFRead Desk		0.35%	1.07%	−1.5%	+0.3%	−0.7%	+12.4%	+6.6%	−22.8%	$1.6B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AXHB	State Street SPDR S&P Homebuilders ETFRead Desk		0.35%	1.07%	−1.5%	+0.3%	−0.7%	+12.4%	+6.6%	−22.8%	$1.6B

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

XHB vs SPYM

XHB

SPDR S&P Homebuilders

$13,788

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureXHBSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield1.07%1.05%

5 years, per year+6.6%+11.4%

3 years, per year+12.4%+21.8%

Worst drop · 1Y−22.8%−8.9%

Volatility · 1Y29.0%13.6%

5–0measures won
SPYM first

1.4%

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: XHB, SPYM

Today

1.4%most shared, XHB and SPYM

XHBSPYM

XHB—1.4%

SPYM1.4%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

XHB$107 − $35 = $72

KeptFee

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