XLK vs SPYM

AXLK

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$22,983XLK · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common38.4%XLK and SPYM

XLK

SPYM

State Street Technology Select Sector SPDR ETF · $115BState Street SPDR Portfolio S&P 500 ETF · $185B

+30.7%3 years · per year$22,326 · $19,092+24.1%

+18.1%5 years · per year$22,983 · $17,749+12.2%

0.08%Expense ratio$8 · $2 on $10k · lower wins0.02%

0.47%12-mo yield$47 · $103 on $10k1.03%

−15.9%Worst dropSmaller wins−8.9%

27.3%VolatilityLower wins12.7%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLK · SPYM

15.0%NVDA7.8%

14.8%AAPL7.7%

11.4%MSFT5.9%

4.8%AVGO2.5%

Held in common38.4%

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	AXLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.47%	+1.3%	+23.0%	+18.0%	+30.7%	+18.1%	−15.9%	$115.0B
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	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

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	AXLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.47%	+1.3%	+23.0%	+18.0%	+30.7%	+18.1%	−15.9%	$115.0B
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	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

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

XLK vs SPYM

XLK

Technology Select Sector SPDR

$22,983

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureXLKSPYM

Fee0.08%0.02%

Cost on $10k a year$8$2

Yield0.47%1.03%

5 years, per year+18.1%+12.2%

3 years, per year+30.7%+24.1%

Worst drop · 1Y−15.9%−8.9%

Volatility · 1Y27.3%12.7%

4–2measures won
SPYM first

38.4%

holdings shared

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

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+22.8%

+23.0%Year to date+22.8%

0.08% · $8Fee · on $10k a year0.09% · $9

$115BAssets$155B

2–0XLK 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

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: XLK, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

XLKSPYMSPY

XLK—38.4%38.4%

SPYM38.4%—99.9%

SPY38.4%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

XLK$47 − $8 = $39

KeptFee

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