XYLD vs SPYM

AXYLD

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income10.33%XYLD · $1,033 on $10k

Smallest drop−5.3%XYLD · worst fall in 1Y

Held in common98.6%XYLD and SPYM

XYLD

SPYM

Global X - S&P 500 Covered Call ETF · $3.3BState Street SPDR Portfolio S&P 500 ETF · $185B

+14.8%3 years · per year$15,127 · $19,092+24.1%

+7.2%5 years · per year$14,171 · $17,749+12.2%

0.60%Expense ratio$60 · $2 on $10k · lower wins0.02%

10.33%12-mo yield$1,033 · $103 on $10k1.03%

−5.3%Worst dropSmaller wins−8.9%

7.0%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXYLD · SPYM

7.7%AAPL7.7%

7.6%NVDA7.8%

6.0%MSFT5.9%

3.6%AMZN3.6%

Held in common98.6%

End-of-day Nov 3, 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%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AXYLD	Global X - S&P 500 Covered Call ETFRead Desk	0.60%	10.33%	+0.3%	+10.1%	+14.4%	+14.8%	+7.2%	−5.3%	$3.3B

End-of-day Nov 3, 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%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AXYLD	Global X - S&P 500 Covered Call ETFRead Desk	0.60%	10.33%	+0.3%	+10.1%	+14.4%	+14.8%	+7.2%	−5.3%	$3.3B

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

Cards for this view

XYLD vs SPYM

XYLD

Global X - S&P 500 Covered Call

$14,171

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureXYLDSPYM

Fee0.60%0.02%

Cost on $10k a year$60$2

Yield10.33%1.03%

5 years, per year+7.2%+12.2%

3 years, per year+14.8%+24.1%

Worst drop · 1Y−5.3%−8.9%

Volatility · 1Y7.0%12.7%

3–3measures won
level

98.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: XYLD, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

XYLDSPYMSPY

XYLD—98.6%98.7%

SPYM98.6%—99.9%

SPY98.7%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$973most kept, XYLD

XYLD$1,033 − $60 = $973

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee