EFIV vs SPYM

AEFIV

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,313EFIV · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common60.6%EFIV and SPYM

EFIV

SPYM

State Street SPDR S&P 500 ESG ETF · $1.0BState Street SPDR Portfolio S&P 500 ETF · $178B

+21.1%3 years · per year$17,779 · $18,082+21.8%

+11.6%5 years · per year$17,313 · $17,192+11.4%

0.10%Expense ratio$10 · $2 on $10k · lower wins0.02%

1.04%12-mo yield$104 · $105 on $10k1.05%

−9.4%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsEFIV · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B

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 SPYM

EFIV

SPDR S&P 500 ESG

$17,313

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureEFIVSPYM

Fee0.10%0.02%

Cost on $10k a year$10$2

Yield1.04%1.05%

5 years, per year+11.6%+11.4%

3 years, per year+21.1%+21.8%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y13.8%13.6%

5–1measures won
SPYM 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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: EFIV, SPYM

Today

60.6%most shared, EFIV and SPYM

EFIVSPYM

EFIV—60.6%

SPYM60.6%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

EFIV$104 − $10 = $94

KeptFee

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