AMZA vs SPY

AAMZA

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$25,420AMZA · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income8.78%AMZA · $878 on $10k

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

Held in common0.7%AMZA and SPY

AMZA

SPY

InfraCap MLP ETF · $470MState Street SPDR S&P 500 ETF · $819B

+19.1%3 years · per year$16,878 · $18,039+21.7%

+20.5%5 years · per year$25,420 · $17,118+11.3%

1.72%Expense ratio$172 · $9 on $10k · lower wins0.09%

8.78%12-mo yield$878 · $103 on $10k1.03%

−11.4%Worst dropSmaller wins−8.9%

19.8%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsAMZA · SPY

0.2%PSX0.2%

4.3%WMB0.1%

3.5%KMI0.1%

2.1%TRGP0.1%

Held in common0.7%

End-of-day Nov 6, 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	AAMZA	InfraCap MLP ETFRead Desk		1.72%	8.78%	+1.3%	+23.5%	+28.9%	+19.1%	+20.5%	−11.4%	$470M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAMZA	InfraCap MLP ETFRead Desk		1.72%	8.78%	+1.3%	+23.5%	+28.9%	+19.1%	+20.5%	−11.4%	$470M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AMZA vs SPY

AMZA

InfraCap MLP

$25,420

SPY

SPDR S&P 500

$17,118

MeasureAMZASPY

Fee1.72%0.09%

Cost on $10k a year$172$9

Yield8.78%1.03%

5 years, per year+20.5%+11.3%

3 years, per year+19.1%+21.7%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y19.8%13.6%

4–2measures won
SPY first

0.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AMZA, SPY

Today

0.7%most shared, AMZA and SPY

AMZASPY

AMZA—0.7%

SPY0.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$706most kept, AMZA

AMZA$878 − $172 = $706

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee