XT vs SPYM

AXT

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · VOO $17,543

Lowest cost0.02%SPYM · $2 on $10k

Most income6.88%XT · $688 on $10k

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

Held in common31.5%XT and SPYM

SPYM

iShares Future Exponential Technologies ETF · $3.9BState Street SPDR Portfolio S&P 500 ETF · $179B

+21.4%3 years · per year$17,907 · $18,161+22.0%

+6.9%5 years · per year$13,942 · $17,553+11.9%

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

6.88%12-mo yield$688 · $103 on $10k1.03%

−10.4%Worst dropSmaller wins−8.9%

18.9%VolatilityLower wins13.7%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXT · SPYM

4.4%MSFT6.2%

3.3%NVDA7.1%

2.9%AMZN4.0%

1.9%GOOGL2.6%

Held in common31.5%

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AXT	iShares Future Exponential Technologies ETFRead Desk	0.46%	6.88%	+3.6%	+19.1%	+21.3%	+21.4%	+6.9%	−10.4%	$3.9B

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AXT	iShares Future Exponential Technologies ETFRead Desk	0.46%	6.88%	+3.6%	+19.1%	+21.3%	+21.4%	+6.9%	−10.4%	$3.9B

End-of-day Nov 9, 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

$13,942

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureXTSPYM

Fee0.46%0.02%

Cost on $10k a year$46$2

Yield6.88%1.03%

5 years, per year+6.9%+11.9%

3 years, per year+21.4%+22.0%

Worst drop · 1Y−10.4%−8.9%

Volatility · 1Y18.9%13.7%

5–1measures won
SPYM first

31.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: XT, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

XTSPYMVOO

XT—31.5%30.9%

SPYM31.5%—92.7%

VOO30.9%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$642most kept, XT

XT$688 − $46 = $642

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee