XSD vs SPY

AXSD

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$19,067XSD · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common8.9%XSD and SPY

XSD

SPY

State Street SPDR S&P Semiconductor ETF · $2.4BState Street SPDR S&P 500 ETF · $819B

+35.0%3 years · per year$24,592 · $18,039+21.7%

+13.8%5 years · per year$19,067 · $17,118+11.3%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

0.19%12-mo yield$19 · $103 on $10k1.03%

−39.4%Worst dropSmaller wins−8.9%

49.4%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSD · SPY

2.6%NVDA6.9%

2.6%AVGO2.2%

2.0%MU1.2%

2.5%AMD1.0%

Held in common8.9%

End-of-day Nov 6, 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	AXSD	State Street SPDR S&P Semiconductor ETFRead Desk		0.35%	0.19%	+5.8%	+29.5%	+22.9%	+35.0%	+13.8%	−39.4%	$2.4B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AXSD	State Street SPDR S&P Semiconductor ETFRead Desk		0.35%	0.19%	+5.8%	+29.5%	+22.9%	+35.0%	+13.8%	−39.4%	$2.4B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XSD vs SPY

XSD

SPDR S&P Semiconductor

$19,067

SPY

SPDR S&P 500

$17,118

MeasureXSDSPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield0.19%1.03%

5 years, per year+13.8%+11.3%

3 years, per year+35.0%+21.7%

Worst drop · 1Y−39.4%−8.9%

Volatility · 1Y49.4%13.6%

4–2measures won
SPY first

8.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XSD, SPY

Today

8.9%most shared, XSD and SPY

XSDSPY

XSD—8.9%

SPY8.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

XSD$19 − $35 = −$16

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee