XTN vs SPYM

AXTN

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · XTN $11,453

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common1.3%XTN and SPYM

XTN

SPYM

State Street SPDR S&P Transportation ETF · $226MState Street SPDR Portfolio S&P 500 ETF · $182B

+15.0%3 years · per year$15,216 · $18,222+22.1%

+2.8%5 years · per year$11,453 · $17,164+11.4%

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

0.75%12-mo yield$75 · $106 on $10k1.06%

−17.8%Worst dropSmaller wins−8.9%

27.4%VolatilityLower wins13.6%

0–6SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXTN · SPYM

3.0%UNP0.3%

2.7%UBER0.2%

3.0%CSX0.1%

3.2%UPS0.1%

Held in common1.3%

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AXTN	State Street SPDR S&P Transportation ETFRead Desk		0.35%	0.75%	−3.6%	+10.3%	+20.0%	+15.0%	+2.8%	−17.8%	$226M

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AXTN	State Street SPDR S&P Transportation ETFRead Desk		0.35%	0.75%	−3.6%	+10.3%	+20.0%	+15.0%	+2.8%	−17.8%	$226M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XTN vs SPYM

XTN

SPDR S&P Transportation

$11,453

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureXTNSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield0.75%1.06%

5 years, per year+2.8%+11.4%

3 years, per year+15.0%+22.1%

Worst drop · 1Y−17.8%−8.9%

Volatility · 1Y27.4%13.6%

6–0measures won
SPYM first

1.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XTN, SPYM

Today

1.3%most shared, XTN and SPYM

XTNSPYM

XTN—1.3%

SPYM1.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

XTN$75 − $35 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee