XSW vs SPYM

AXSW

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SPY $17,118

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common4.9%XSW and SPYM

XSW

SPYM

State Street SPDR S&P Software & Services ETF · $507MState Street SPDR Portfolio S&P 500 ETF · $182B

+19.4%3 years · per year$17,037 · $18,082+21.8%

+2.3%5 years · per year$11,226 · $17,192+11.4%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

0.00%12-mo yield$0 · $105 on $10k1.05%

−30.6%Worst dropSmaller wins−8.9%

31.1%VolatilityLower wins13.6%

0–6SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSW · SPYM

0.8%MSFT6.3%

0.7%PLTR0.6%

0.7%PANW0.4%

0.8%IBM0.4%

Held in common4.9%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	SPY	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
3	AXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	−0.6%	+8.3%	+4.5%	+19.4%	+2.3%	−30.6%	$507M

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	SPY	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
3	AXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	−0.6%	+8.3%	+4.5%	+19.4%	+2.3%	−30.6%	$507M

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

XSW vs SPYM

XSW

SPDR S&P Software & Services

$11,226

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureXSWSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield0.00%1.05%

5 years, per year+2.3%+11.4%

3 years, per year+19.4%+21.8%

Worst drop · 1Y−30.6%−8.9%

Volatility · 1Y31.1%13.6%

6–0measures won
SPYM first

4.9%

holdings shared

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

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: XSW, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

XSWSPYMSPY

XSW—4.9%4.9%

SPYM4.9%—99.9%

SPY4.9%99.9%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

XSW$0 − $35 = −$35

KeptFee

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