XT vs SPY

AXT

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · XT $14,535

Lowest cost0.09%SPY · $9 on $10k

Most income6.75%XT · $675 on $10k

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

Held in common31.6%XT and SPY

SPY

iShares Future Exponential Technologies ETF · $4.0BState Street SPDR S&P 500 ETF · $805B

+23.9%3 years · per year$19,025 · $19,132+24.1%

+7.8%5 years · per year$14,535 · $18,060+12.6%

0.46%Expense ratio$46 · $9 on $10k · lower wins0.09%

6.75%12-mo yield$675 · $99 on $10k0.99%

−10.4%Worst dropSmaller wins−8.9%

17.8%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsXT · SPY

4.1%MSFT5.9%

3.5%NVDA7.7%

2.6%AMZN3.8%

1.7%GOOGL2.5%

Held in common31.6%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AXT	iShares Future Exponential Technologies ETFRead Desk		0.46%	6.75%	+1.0%	+21.4%	+20.8%	+23.9%	+7.8%	−10.4%	$4.0B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AXT	iShares Future Exponential Technologies ETFRead Desk		0.46%	6.75%	+1.0%	+21.4%	+20.8%	+23.9%	+7.8%	−10.4%	$4.0B

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

XT vs SPY

iShares Future Exponential Technologies

$14,535

SPY

SPDR S&P 500

$18,060

MeasureXTSPY

Fee0.46%0.09%

Cost on $10k a year$46$9

Yield6.75%0.99%

5 years, per year+7.8%+12.6%

3 years, per year+23.9%+24.1%

Worst drop · 1Y−10.4%−8.9%

Volatility · 1Y17.8%12.9%

5–1measures won
SPY first

31.6%

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: XT, SPY

Today

31.6%most shared, XT and SPY

XTSPY

XT—31.6%

SPY31.6%—

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

Income After Fees on $10,000

$629most kept, XT

XT$675 − $46 = $629

SPY$99 − $9 = $90

KeptFee

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