XOEF vs SPY

AXOEF

BSPY

Measures won2–1XOEF wins · of 6 · 5Y

$10,000 · 5Y$17,688SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.09%XOEF · $109 on $10k

Smallest drop−7.7%XOEF · worst fall in 1Y

Held in common26.5%XOEF and SPY

XOEF

SPY

iShares S&P 500 ex S&P 100 ETF · $23MState Street SPDR S&P 500 ETF · $798B

[…]3 years · per year[…] · $19,046+24.0%

[…]5 years · per year[…] · $17,688+12.1%

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

1.09%12-mo yield$109 · $101 on $10k1.01%

−7.7%Worst dropSmaller wins−8.9%

12.8%VolatilityLower wins12.8%

2–1XOEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsXOEF · SPY

1.5%CRWD0.4%

1.2%KLAC0.3%

1.2%ADI0.3%

1.1%APH0.3%

Held in common26.5%

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

Both

5Y2 funds

#			Trend
1	BSPY	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
2	AXOEF	iShares S&P 500 ex S&P 100 ETFRead Desk		0.20%	1.09%	0.0%	+16.8%	+19.3%	new	new	−7.7%	$23M

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

Both

5Y2 funds

#			Trend
1	BSPY	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
2	AXOEF	iShares S&P 500 ex S&P 100 ETFRead Desk		0.20%	1.09%	0.0%	+16.8%	+19.3%	new	new	−7.7%	$23M

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

XOEF vs SPY

XOEF

iShares S&P 500 ex S&P 100

[…]

SPY

SPDR S&P 500

$17,688

MeasureXOEFSPY

Fee0.20%0.09%

Cost on $10k a year$20$9

Yield1.09%1.01%

5 years, per year[…]+12.1%

3 years, per year[…]+24.0%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y12.8%12.8%

2–1measures won
XOEF first

26.5%

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

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: XOEF, SPY

Today

26.5%most shared, XOEF and SPY

XOEFSPY

XOEF—26.5%

SPY26.5%—

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

XOEF$109 − $20 = $89

KeptFee

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