EFG vs SPYM

AEFG

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · EFG $11,672

Lowest cost0.02%SPYM · $2 on $10k

Most income6.97%EFG · $697 on $10k

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

Held in common0.0%EFG and SPYM

EFG

SPYM

iShares MSCI EAFE Growth ETF · $14.8BState Street SPDR Portfolio S&P 500 ETF · $179B

+13.5%3 years · per year$14,602 · $18,161+22.0%

+3.1%5 years · per year$11,672 · $17,553+11.9%

0.34%Expense ratio$34 · $2 on $10k · lower wins0.02%

6.97%12-mo yield$697 · $103 on $10k1.03%

−12.8%Worst dropSmaller wins−8.9%

19.6%VolatilityLower wins13.7%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsEFG · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AEFG	iShares MSCI EAFE Growth ETFRead Desk		0.34%	6.97%	+3.5%	+6.2%	+7.8%	+13.5%	+3.1%	−12.8%	$14.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AEFG	iShares MSCI EAFE Growth ETFRead Desk		0.34%	6.97%	+3.5%	+6.2%	+7.8%	+13.5%	+3.1%	−12.8%	$14.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EFG vs SPYM

EFG

iShares MSCI EAFE Growth

$11,672

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureEFGSPYM

Fee0.34%0.02%

Cost on $10k a year$34$2

Yield6.97%1.03%

5 years, per year+3.1%+11.9%

3 years, per year+13.5%+22.0%

Worst drop · 1Y−12.8%−8.9%

Volatility · 1Y19.6%13.7%

5–1measures won
SPYM first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: EFG, SPYM

Today

0.0%most shared, EFG and SPYM

EFGSPYM

EFG—0.0%

SPYM0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$663most kept, EFG

EFG$697 − $34 = $663

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee