XT vs SPY

AXT

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SPY $17,118

Lowest cost0.03%IVV · $3 on $10k

Most income7.14%XT · $714 on $10k

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

Held in common31.2%XT and SPY

SPY

iShares Future Exponential Technologies ETF · $3.8BState Street SPDR S&P 500 ETF · $819B

+20.9%3 years · per year$17,667 · $18,039+21.7%

+6.3%5 years · per year$13,598 · $17,118+11.3%

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

7.14%12-mo yield$714 · $103 on $10k1.03%

−10.4%Worst dropSmaller wins−8.9%

18.7%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXT · SPY

4.4%MSFT6.3%

3.2%NVDA6.9%

2.9%AMZN4.0%

1.8%GOOGL2.6%

Held in common31.2%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
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
3	AXT	iShares Future Exponential Technologies ETFRead Desk	0.46%	7.14%	+0.6%	+14.9%	+15.5%	+20.9%	+6.3%	−10.4%	$3.8B

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
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
3	AXT	iShares Future Exponential Technologies ETFRead Desk	0.46%	7.14%	+0.6%	+14.9%	+15.5%	+20.9%	+6.3%	−10.4%	$3.8B

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

XT vs SPY

iShares Future Exponential Technologies

$13,598

SPY

SPDR S&P 500

$17,118

MeasureXTSPY

Fee0.46%0.09%

Cost on $10k a year$46$9

Yield7.14%1.03%

5 years, per year+6.3%+11.3%

3 years, per year+20.9%+21.7%

Worst drop · 1Y−10.4%−8.9%

Volatility · 1Y18.7%13.6%

5–1measures won
SPY first

31.2%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: XT, SPY, IVV

Today

99.9%most shared, SPY and IVV

XTSPYIVV

XT—31.2%31.2%

SPY31.2%—99.9%

IVV31.2%99.9%—

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

Income After Fees on $10,000

$668most kept, XT

XT$714 − $46 = $668

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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