EFIV vs SPY

AEFIV

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,313EFIV · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income1.04%EFIV · $104 on $10k

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

Held in common60.6%EFIV and SPY

EFIV

SPY

State Street SPDR S&P 500 ESG ETF · $1.0BState Street SPDR S&P 500 ETF · $819B

+21.1%3 years · per year$17,779 · $18,039+21.7%

+11.6%5 years · per year$17,313 · $17,118+11.3%

0.10%Expense ratio$10 · $9 on $10k · lower wins0.09%

1.04%12-mo yield$104 · $103 on $10k1.03%

−9.4%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsEFIV · SPY

11.4%NVDA6.9%

10.3%MSFT6.3%

4.3%GOOGL2.6%

3.5%GOOG2.1%

Held in common60.6%

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	AEFIV	State Street SPDR S&P 500 ESG ETFRead Desk		0.10%	1.04%	+0.3%	+7.7%	+10.1%	+21.1%	+11.6%	−9.4%	$1.0B
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	AEFIV	State Street SPDR S&P 500 ESG ETFRead Desk		0.10%	1.04%	+0.3%	+7.7%	+10.1%	+21.1%	+11.6%	−9.4%	$1.0B
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

EFIV vs SPY

EFIV

SPDR S&P 500 ESG

$17,313

SPY

SPDR S&P 500

$17,118

MeasureEFIVSPY

Fee0.10%0.09%

Cost on $10k a year$10$9

Yield1.04%1.03%

5 years, per year+11.6%+11.3%

3 years, per year+21.1%+21.7%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y13.8%13.6%

4–1measures won
SPY first

60.6%

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: EFIV, SPY

Today

60.6%most shared, EFIV and SPY

EFIVSPY

EFIV—60.6%

SPY60.6%—

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

Income After Fees on $10,000

$94most kept, EFIV

EFIV$104 − $10 = $94

SPY$103 − $9 = $94

KeptFee

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