XLG vs SPYM

AXLG

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,259XLG · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%VTI · $106 on $10k

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

Held in common62.8%XLG and SPYM

XLG

SPYM

Invesco S&P 500 Top 50 ETF · $11.4BState Street SPDR Portfolio S&P 500 ETF · $185B

+24.0%3 years · per year$19,048 · $19,092+24.1%

+12.8%5 years · per year$18,259 · $17,749+12.2%

0.20%Expense ratio$20 · $2 on $10k · lower wins0.02%

0.65%12-mo yield$65 · $103 on $10k1.03%

−11.8%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLG · SPYM

12.1%NVDA7.8%

12.2%AAPL7.7%

9.3%MSFT5.9%

6.0%AMZN3.6%

Held in common62.8%

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	AXLG	Invesco S&P 500 Top 50 ETFRead Desk	0.20%	0.65%	+0.6%	+3.8%	+2.9%	+24.0%	+12.8%	−11.8%	$11.4B
2	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
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B

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	AXLG	Invesco S&P 500 Top 50 ETFRead Desk	0.20%	0.65%	+0.6%	+3.8%	+2.9%	+24.0%	+12.8%	−11.8%	$11.4B
2	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
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B

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

XLG vs SPYM

XLG

Invesco S&P 500 Top 50

$18,259

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureXLGSPYM

Fee0.20%0.02%

Cost on $10k a year$20$2

Yield0.65%1.03%

5 years, per year+12.8%+12.2%

3 years, per year+24.0%+24.1%

Worst drop · 1Y−11.8%−8.9%

Volatility · 1Y14.8%12.7%

5–1measures won
SPYM first

62.8%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

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

Overlap: XLG, SPYM, VTI

Today

87.7%most shared, SPYM and VTI

XLGSPYMVTI

XLG—62.8%56.9%

SPYM62.8%—87.7%

VTI56.9%87.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

SPYM$103 − $2 = $101

XLG$65 − $20 = $45

KeptFee

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