BALI vs SPY

ABALI

BSPY

Measures won3–2BALI wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income8.10%BALI · $810 on $10k

Smallest drop−6.7%BALI · worst fall in 1Y

Held in common58.9%BALI and SPY

BALI

SPY

iShares U.S. Large Cap Premium Income Active ETF · $1.5BState Street SPDR S&P 500 ETF · $819B

+19.6%3 years · per year$17,088 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

8.10%12-mo yield$810 · $103 on $10k1.03%

−6.7%Worst dropSmaller wins−8.9%

11.4%VolatilityLower wins13.6%

3–2BALI wins

$10,000 · 5 yearsOne scale

Shared top holdingsBALI · SPY

6.6%AAPL7.9%

6.3%NVDA6.9%

5.8%MSFT6.3%

3.5%AMZN4.0%

Held in common58.9%

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	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
2	ABALI	iShares U.S. Large Cap Premium Income Active ETFRead Desk		0.35%	8.10%	+0.3%	+10.8%	+12.7%	+19.6%	new	−6.7%	$1.5B

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	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
2	ABALI	iShares U.S. Large Cap Premium Income Active ETFRead Desk		0.35%	8.10%	+0.3%	+10.8%	+12.7%	+19.6%	new	−6.7%	$1.5B

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

BALI vs SPY

BALI

iShares U.S. Large Cap Premium Income Active

[…]

SPY

SPDR S&P 500

$17,118

MeasureBALISPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield8.10%1.03%

5 years, per year[…]+11.3%

3 years, per year+19.6%+21.7%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y11.4%13.6%

3–2measures won
BALI first

58.9%

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: BALI, SPY

Today

58.9%most shared, BALI and SPY

BALISPY

BALI—58.9%

SPY58.9%—

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

Income After Fees on $10,000

$775most kept, BALI

BALI$810 − $35 = $775

SPY$103 − $9 = $94

KeptFee

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