XT vs SPYM

AXT

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · XT $14,535

Lowest cost0.02%SPYM · $2 on $10k

Most income6.75%XT · $675 on $10k

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

Held in common31.6%XT and SPYM

SPYM

iShares Future Exponential Technologies ETF · $4.0BState Street SPDR Portfolio S&P 500 ETF · $182B

+23.9%3 years · per year$19,025 · $19,186+24.3%

+7.8%5 years · per year$14,535 · $18,126+12.6%

0.46%Expense ratio$46 · $2 on $10k · lower wins0.02%

6.75%12-mo yield$675 · $101 on $10k1.01%

−10.4%Worst dropSmaller wins−8.9%

17.8%VolatilityLower wins12.8%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXT · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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 SPYM

iShares Future Exponential Technologies

$14,535

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureXTSPYM

Fee0.46%0.02%

Cost on $10k a year$46$2

Yield6.75%1.01%

5 years, per year+7.8%+12.6%

3 years, per year+23.9%+24.3%

Worst drop · 1Y−10.4%−8.9%

Volatility · 1Y17.8%12.8%

5–1measures won
SPYM 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, SPYM

Today

31.6%most shared, XT and SPYM

XTSPYM

XT—31.6%

SPYM31.6%—

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

SPYM$101 − $2 = $99

KeptFee

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