XHB vs SPYM

AXHB

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income1.07%XHB · $107 on $10k

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

Held in common1.3%XHB and SPYM

XHB

SPYM

State Street SPDR S&P Homebuilders ETF · $1.6BState Street SPDR Portfolio S&P 500 ETF · $185B

+14.4%3 years · per year$14,984 · $19,092+24.1%

+6.8%5 years · per year$13,886 · $17,749+12.2%

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

1.07%12-mo yield$107 · $103 on $10k1.03%

−22.8%Worst dropSmaller wins−8.9%

28.3%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXHB · SPYM

3.4%HD0.5%

3.3%LOW0.2%

3.5%JCI0.1%

3.1%TT0.1%

Held in common1.3%

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

All Three

5Y3 funds

#
1	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
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AXHB	State Street SPDR S&P Homebuilders ETFRead Desk	0.35%	1.07%	−2.5%	0.0%	−1.8%	+14.4%	+6.8%	−22.8%	$1.6B

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

All Three

5Y3 funds

#
1	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
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AXHB	State Street SPDR S&P Homebuilders ETFRead Desk	0.35%	1.07%	−2.5%	0.0%	−1.8%	+14.4%	+6.8%	−22.8%	$1.6B

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

XHB vs SPYM

XHB

SPDR S&P Homebuilders

$13,886

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureXHBSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield1.07%1.03%

5 years, per year+6.8%+12.2%

3 years, per year+14.4%+24.1%

Worst drop · 1Y−22.8%−8.9%

Volatility · 1Y28.3%12.7%

5–1measures won
SPYM first

1.3%

holdings shared

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

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: XHB, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

XHBSPYMSPY

XHB—1.3%1.3%

SPYM1.3%—99.9%

SPY1.3%99.9%—

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

SPY$101 − $9 = $92

XHB$107 − $35 = $72

KeptFee

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