XJUL vs SPY5YXJULXJULAvsBSPYSPYFT Vest U.S. Equity Enhance & Moderate Buffer ETF - July · $41MState Street SPDR S&P 500 ETF · $807BReturns · dividends in+10.8%3 years · per year$13,592 · $17,889+21.4%[…]5 years · per year[…] · $17,214+11.5%Cost and income0.85%Expense ratio$85 · $9 on $10k · lower wins0.09%0.00%12-mo yield$0 · $101 on $10k1.01%Risk · 1 year−2.8%End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B2AXJULFT Vest U.S. Equity Enhance & Moderate Buffer ETF - JulyReadDesk0.85%0.00%−0.2%+6.7%+7.9%+10.8%new−2.8%$41MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B2AXJULFT Vest U.S. Equity Enhance & Moderate Buffer ETF - JulyReadDesk0.85%0.00%−0.2%+6.7%+7.9%+10.8%new−2.8%$41MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in XJUL, SPY5Y$10k startSPY $17.2kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: XJUL, SPYToday[…]holdings […]XJULSPYXJUL—[…]SPY[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
XJUL vs SPY5YAXJULFT Vest U.S. Equity Enhance & Moderate Buffer ETF - July[…]vsSPYBSPDR S&P 500$17,214MeasureXJULSPYFee0.85%0.09%Cost on $10k a year$85$9Yield0.00%1.01%5 years, per year[…]+11.5%3 years, per year+10.8%+21.4%Worst drop · 1Y−2.8%−8.9%Volatility · 1Y4.9%
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: XJUL, SPYToday[…]holdings […]XJULSPYXJUL—[…]SPY[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$92most kept, SPYSPY$101 − $9 = $92XJUL$0 − $85 = −$85KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee