XISE vs SPY

AXISE

BSPY

Measures won3–2XISE wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income6.07%XISE · $607 on $10k

Smallest drop−1.9%XISE · worst fall in 1Y

Held in common[…]XISE and SPY

XISE

SPY

FT Vest U.S. Equity Buffer & Premium Income ETF - September · $33MState Street SPDR S&P 500 ETF · $805B

+7.2%3 years · per year$12,325 · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.85%Expense ratio$85 · $9 on $10k · lower wins0.09%

6.07%12-mo yield$607 · $99 on $10k0.99%

−1.9%Worst dropSmaller wins−8.9%

2.8%VolatilityLower wins12.9%

3–2XISE wins

$10,000 · 5 yearsOne scale

Shared top holdingsXISE · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AXISE	FT Vest U.S. Equity Buffer & Premium Income ETF - SeptemberRead Desk		0.85%	6.07%	+0.5%	+5.5%	+6.8%	+7.2%	new	−1.9%	$33M

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AXISE	FT Vest U.S. Equity Buffer & Premium Income ETF - SeptemberRead Desk		0.85%	6.07%	+0.5%	+5.5%	+6.8%	+7.2%	new	−1.9%	$33M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XISE vs SPY

XISE

FT Vest U.S. Equity Buffer & Premium Income ETF - September

[…]

SPY

SPDR S&P 500

$18,060

MeasureXISESPY

Fee0.85%0.09%

Cost on $10k a year$85$9

Yield6.07%0.99%

5 years, per year[…]+12.6%

3 years, per year+7.2%+24.1%

Worst drop · 1Y−1.9%−8.9%

Volatility · 1Y2.8%12.9%

3–2measures won
XISE first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: XISE, SPY

Today

[…]holdings […]

XISESPY

XISE—[…]

SPY[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$522most kept, XISE

XISE$607 − $85 = $522

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee