BKGI vs SPY

ABKGI

BSPY

Measures won3–2BKGI wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income3.04%BKGI · $304 on $10k

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

Held in common0.6%BKGI and SPY

BKGI

SPY

BNY Mellon Global Infrastructure Income ETF · $2.0BState Street SPDR S&P 500 ETF · $819B

+22.2%3 years · per year$18,229 · $18,039+21.7%

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

0.65%Expense ratio$65 · $9 on $10k · lower wins0.09%

3.04%12-mo yield$304 · $103 on $10k1.03%

−10.5%Worst dropSmaller wins−8.9%

11.8%VolatilityLower wins13.6%

3–2BKGI wins

$10,000 · 5 yearsOne scale

Shared top holdingsBKGI · SPY

3.9%AMT0.1%

1.6%CEG0.1%

3.5%D0.1%

3.1%OKE0.1%

Held in common0.6%

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	ABKGI	BNY Mellon Global Infrastructure Income ETFRead Desk		0.65%	3.04%	−0.6%	+8.0%	+9.8%	+22.2%	new	−10.5%	$2.0B

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	ABKGI	BNY Mellon Global Infrastructure Income ETFRead Desk		0.65%	3.04%	−0.6%	+8.0%	+9.8%	+22.2%	new	−10.5%	$2.0B

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

BKGI vs SPY

BKGI

BNY Mellon Global Infrastructure Income

[…]

SPY

SPDR S&P 500

$17,118

MeasureBKGISPY

Fee0.65%0.09%

Cost on $10k a year$65$9

Yield3.04%1.03%

5 years, per year[…]+11.3%

3 years, per year+22.2%+21.7%

Worst drop · 1Y−10.5%−8.9%

Volatility · 1Y11.8%13.6%

3–2measures won
BKGI first

0.6%

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: BKGI, SPY

Today

0.6%most shared, BKGI and SPY

BKGISPY

BKGI—0.6%

SPY0.6%—

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

Income After Fees on $10,000

$239most kept, BKGI

BKGI$304 − $65 = $239

SPY$103 − $9 = $94

KeptFee

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