Compare · 3 funds side by side · dividends reinvested

AIPI, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

AIPI, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.0

REX AI Equity Premium Income ETFIncome · Covered calls0.65%45.96%+0.8%−0.5%[…][…]−19.4%22.8%$446M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AIPI 2024 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

REX AI Equity Premium Income ETF · $446M[…]

AIPI

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 32.7% in common

AIPIMeasureSPYM

+0.8%Year to dateJan 1 → Nov 5+8.4%

−0.5%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.65%Expense ratio$65 · $2 a year on $10k · lower is better0.02%

45.96%Trailing 12-mo yield$4,596 · $106 a year on $10k1.06%

−19.4%Worst dropSmaller is better−8.9%

22.8%VolatilityLower is calmer13.6%

AIPISPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5SPYM wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIPI vs SPYM: Top 5 Holdings

Today

AIPI

37.6%in top 5

SPYM

in top 527.7%

AIPIStockSPYM

10.6%PLTRnot top 5

10.0%NVDA7.3%

7.9%TSMnot top 5

not top 5AAPL7.7%

not top 5MSFT6.2%

5.2%MRVLnot top 5

4.0%IBMnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common32.7%

End-of-day Nov 5, 2026 · share of each fund

AIPI vs SPYM Returns, Every Period

RexsharesAIPI

−0.5%

past year

SPYMSPDR

+9.8%

past year

AIPISPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: AIPI vs SPYM

YTD

RexsharesAIPI

+0.8%

SPYMSPDR

+8.4%

+0.8%Year to date+8.4%

−19.4%Worst drop · 1Y−8.9%

22.8%Volatility · 1Y13.6%

46.0%Yield1.1%

$446MAssets$182B

3–1SPYM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIPI, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

AIPI0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AIPI, SPYM, SPY

45.96%highest, AIPI

FundTrailing yieldYield$10k

AIPI45.96%$4,596

SPYM1.06%$106

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$4,531most kept, AIPI

AIPI$4,596 − $65 = $4,531

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

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

Overlap: AIPI, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

AIPISPYMSPY

AIPI—32.7%32.7%

SPYM32.7%—99.9%

SPY32.7%99.9%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

AIPIWorst drop−19.4%22.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AIPISPYM

+0.8%Year to date+8.4%

46.0%Yield1.1%

−0.5%Past year+9.8%

0.65%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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