YLD vs SPY

AYLD

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · YLD $12,240

Lowest cost0.09%SPY · $9 on $10k

Most income7.03%YLD · $703 on $10k

Smallest drop−4.1%YLD · worst fall in 1Y

Held in common0.0%YLD and SPY

YLD

SPY

Principal Active High Yield ETF · $600MState Street SPDR S&P 500 ETF · $805B

+8.2%3 years · per year$12,656 · $18,174+22.0%

+4.1%5 years · per year$12,240 · $17,099+11.3%

0.39%Expense ratio$39 · $9 on $10k · lower wins0.09%

7.03%12-mo yield$703 · $103 on $10k1.03%

−4.1%Worst dropSmaller wins−8.9%

4.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsYLD · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AYLD	Principal Active High Yield ETFRead Desk		0.39%	7.03%	−0.6%	+1.3%	+2.6%	+8.2%	+4.1%	−4.1%	$600M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AYLD	Principal Active High Yield ETFRead Desk		0.39%	7.03%	−0.6%	+1.3%	+2.6%	+8.2%	+4.1%	−4.1%	$600M

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

YLD vs SPY

YLD

Principal Active High Yield

$12,240

SPY

SPDR S&P 500

$17,099

MeasureYLDSPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield7.03%1.03%

5 years, per year+4.1%+11.3%

3 years, per year+8.2%+22.0%

Worst drop · 1Y−4.1%−8.9%

Volatility · 1Y4.8%13.6%

3–3measures won
level

0.0%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: YLD, SPY

Today

0.0%most shared, YLD and SPY

YLDSPY

YLD—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$664most kept, YLD

YLD$703 − $39 = $664

SPY$103 − $9 = $94

KeptFee

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