XMPT vs SPYM

AXMPT

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · IVV $17,747

Lowest cost0.02%SPYM · $2 on $10k

Most income6.36%XMPT · $636 on $10k

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

Held in common0.0%XMPT and SPYM

XMPT

SPYM

VanEck CEF Muni Income ETF · $205MState Street SPDR Portfolio S&P 500 ETF · $185B

+9.5%3 years · per year$13,134 · $19,092+24.1%

−2.1%5 years · per year$8,994 · $17,749+12.2%

3.40%Expense ratio$340 · $2 on $10k · lower wins0.02%

6.36%12-mo yield$636 · $103 on $10k1.03%

−13.8%Worst dropSmaller wins−8.9%

9.5%VolatilityLower wins12.7%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXMPT · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	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
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	AXMPT	VanEck CEF Muni Income ETFRead Desk	3.40%	6.36%	0.0%	−3.8%	−3.5%	+9.5%	−2.1%	−13.8%	$205M

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	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
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
3	AXMPT	VanEck CEF Muni Income ETFRead Desk	3.40%	6.36%	0.0%	−3.8%	−3.5%	+9.5%	−2.1%	−13.8%	$205M

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

XMPT vs SPYM

XMPT

VanEck CEF Muni Income

$8,994

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureXMPTSPYM

Fee3.40%0.02%

Cost on $10k a year$340$2

Yield6.36%1.03%

5 years, per year−2.1%+12.2%

3 years, per year+9.5%+24.1%

Worst drop · 1Y−13.8%−8.9%

Volatility · 1Y9.5%12.7%

4–2measures won
SPYM first

0.0%

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV 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: XMPT, SPYM, IVV

Today

98.6%most shared, SPYM and IVV

XMPTSPYMIVV

XMPT—0.0%0.0%

SPYM0.0%—98.6%

IVV0.0%98.6%—

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

Income After Fees on $10,000

$296most kept, XMPT

XMPT$636 − $340 = $296

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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