AIQ vs SPY

AAIQ

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$19,325AIQ · SPY $18,060

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common30.2%AIQ and SPY

AIQ

SPY

Global X - Artificial Intelligence & Technology ETF · $9.5BState Street SPDR S&P 500 ETF · $798B

+32.2%3 years · per year$23,116 · $19,132+24.1%

+14.1%5 years · per year$19,325 · $18,060+12.6%

0.68%Expense ratio$68 · $9 on $10k · lower wins0.09%

0.08%12-mo yield$8 · $99 on $10k0.99%

−20.2%Worst dropSmaller wins−8.9%

29.7%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIQ · SPY

4.0%MSFT5.9%

3.2%AMZN3.8%

3.0%AAPL7.4%

2.9%NVDA7.7%

Held in common30.2%

End-of-day Nov 4, 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	AAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk		0.68%	0.08%	+0.6%	+17.7%	+11.9%	+32.2%	+14.1%	−20.2%	$9.5B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk		0.68%	0.08%	+0.6%	+17.7%	+11.9%	+32.2%	+14.1%	−20.2%	$9.5B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIQ vs SPY

AIQ

Global X - Artificial Intelligence & Technology

$19,325

SPY

SPDR S&P 500

$18,060

MeasureAIQSPY

Fee0.68%0.09%

Cost on $10k a year$68$9

Yield0.08%0.99%

5 years, per year+14.1%+12.6%

3 years, per year+32.2%+24.1%

Worst drop · 1Y−20.2%−8.9%

Volatility · 1Y29.7%12.9%

4–2measures won
SPY first

30.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: AIQ, SPY

Today

30.2%most shared, AIQ and SPY

AIQSPY

AIQ—30.2%

SPY30.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

AIQ$8 − $68 = −$60

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee