XLSR vs SPYM

AXLSR

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · XLSR $15,519

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

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

Held in common21.1%XLSR and SPYM

XLSR

SPYM

State Street US Sector Rotation ETF · $1.1BState Street SPDR Portfolio S&P 500 ETF · $182B

+19.0%3 years · per year$16,861 · $19,186+24.3%

+9.2%5 years · per year$15,519 · $18,126+12.6%

0.70%Expense ratio$70 · $2 on $10k · lower wins0.02%

0.40%12-mo yield$40 · $101 on $10k1.01%

−11.1%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins12.8%

0–6SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLSR · SPYM

3.8%NVDA7.7%

3.7%AAPL7.4%

2.8%MSFT5.9%

3.6%GOOGL2.5%

Held in common21.1%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AXLSR	State Street US Sector Rotation ETFRead Desk		0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AXLSR	State Street US Sector Rotation ETFRead Desk		0.70%	0.40%	+2.1%	+6.8%	+8.2%	+19.0%	+9.2%	−11.1%	$1.1B

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

XLSR vs SPYM

XLSR

US Sector Rotation

$15,519

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureXLSRSPYM

Fee0.70%0.02%

Cost on $10k a year$70$2

Yield0.40%1.01%

5 years, per year+9.2%+12.6%

3 years, per year+19.0%+24.3%

Worst drop · 1Y−11.1%−8.9%

Volatility · 1Y13.8%12.8%

6–0measures won
SPYM first

21.1%

holdings shared

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: XLSR, SPYM

Today

21.1%most shared, XLSR and SPYM

XLSRSPYM

XLSR—21.1%

SPYM21.1%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

XLSR$40 − $70 = −$30

KeptFee

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