XLG vs SPY

AXLG

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,462XLG · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common62.5%XLG and SPY

XLG

SPY

Invesco S&P 500 Top 50 ETF · $11.7BState Street SPDR S&P 500 ETF · $819B

+21.8%3 years · per year$18,085 · $18,174+22.0%

+11.8%5 years · per year$17,462 · $17,099+11.3%

0.20%Expense ratio$20 · $9 on $10k · lower wins0.09%

0.67%12-mo yield$67 · $103 on $10k1.03%

−11.8%Worst dropSmaller wins−8.9%

15.7%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLG · SPY

12.3%AAPL7.7%

11.7%NVDA7.3%

10.0%MSFT6.2%

6.3%AMZN3.9%

Held in common62.5%

End-of-day Nov 5, 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	AXLG	Invesco S&P 500 Top 50 ETFRead Desk		0.20%	0.67%	−5.0%	+0.4%	+0.5%	+21.8%	+11.8%	−11.8%	$11.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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

Both

5Y2 funds

#			Trend
1	AXLG	Invesco S&P 500 Top 50 ETFRead Desk		0.20%	0.67%	−5.0%	+0.4%	+0.5%	+21.8%	+11.8%	−11.8%	$11.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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

Cards for this view

XLG vs SPY

XLG

Invesco S&P 500 Top 50

$17,462

SPY

SPDR S&P 500

$17,099

MeasureXLGSPY

Fee0.20%0.09%

Cost on $10k a year$20$9

Yield0.67%1.03%

5 years, per year+11.8%+11.3%

3 years, per year+21.8%+22.0%

Worst drop · 1Y−11.8%−8.9%

Volatility · 1Y15.7%13.6%

5–1measures won
SPY first

62.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XLG, SPY

Today

62.5%most shared, XLG and SPY

XLGSPY

XLG—62.5%

SPY62.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

XLG$67 − $20 = $47

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee