XTR vs SPY

AXTR

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,493SPY · XTR $15,228

Lowest cost0.09%SPY · $9 on $10k

Most income16.52%XTR · $1,652 on $10k

Smallest drop−8.5%XTR · worst fall in 1Y

Held in common98.5%XTR and SPY

XTR

SPY

Global X S&P 500 Tail Risk ETF · $5MState Street SPDR S&P 500 ETF · $778B

+18.0%3 years · per year$16,426 · $18,118+21.9%

+8.8%5 years · per year$15,228 · $17,493+11.8%

0.25%Expense ratio$25 · $9 on $10k · lower wins0.09%

16.52%12-mo yield$1,652 · $101 on $10k1.01%

−8.5%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXTR · SPY

7.8%AAPL7.9%

7.0%NVDA7.1%

6.1%MSFT6.2%

4.0%AMZN4.0%

Held in common98.5%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	AXTR	Global X S&P 500 Tail Risk ETFRead Desk		0.25%	16.52%	+1.8%	+7.7%	+9.3%	+18.0%	+8.8%	−8.5%	$5M

End-of-day Nov 9, 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%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	AXTR	Global X S&P 500 Tail Risk ETFRead Desk		0.25%	16.52%	+1.8%	+7.7%	+9.3%	+18.0%	+8.8%	−8.5%	$5M

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

XTR vs SPY

XTR

Global X S&P 500 Tail Risk

$15,228

SPY

SPDR S&P 500

$17,493

MeasureXTRSPY

Fee0.25%0.09%

Cost on $10k a year$25$9

Yield16.52%1.01%

5 years, per year+8.8%+11.8%

3 years, per year+18.0%+21.9%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y12.3%13.7%

3–3measures won
level

98.5%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: XTR, SPY

Today

98.5%most shared, XTR and SPY

XTRSPY

XTR—98.5%

SPY98.5%—

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

Income After Fees on $10,000

$1,627most kept, XTR

XTR$1,652 − $25 = $1,627

SPY$101 − $9 = $92

KeptFee

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