EINC vs SPY

AEINC

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$23,627EINC · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income4.87%EINC · $487 on $10k

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

Held in common0.4%EINC and SPY

EINC

SPY

VanEck Energy Income ETF · $79MState Street SPDR S&P 500 ETF · $819B

+24.6%3 years · per year$19,354 · $18,039+21.7%

+18.8%5 years · per year$23,627 · $17,118+11.3%

0.46%Expense ratio$46 · $9 on $10k · lower wins0.09%

4.87%12-mo yield$487 · $103 on $10k1.03%

−9.6%Worst dropSmaller wins−8.9%

17.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEINC · SPY

7.5%WMB0.1%

6.3%KMI0.1%

5.1%TRGP0.1%

5.4%OKE0.1%

Held in common0.4%

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	AEINC	VanEck Energy Income ETFRead Desk		0.46%	4.87%	−0.7%	+19.2%	+26.0%	+24.6%	+18.8%	−9.6%	$79M
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	AEINC	VanEck Energy Income ETFRead Desk		0.46%	4.87%	−0.7%	+19.2%	+26.0%	+24.6%	+18.8%	−9.6%	$79M
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

EINC vs SPY

EINC

VanEck Energy Income

$23,627

SPY

SPDR S&P 500

$17,118

MeasureEINCSPY

Fee0.46%0.09%

Cost on $10k a year$46$9

Yield4.87%1.03%

5 years, per year+18.8%+11.3%

3 years, per year+24.6%+21.7%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y17.6%13.6%

3–3measures won
level

0.4%

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: EINC, SPY

Today

0.4%most shared, EINC and SPY

EINCSPY

EINC—0.4%

SPY0.4%—

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

Income After Fees on $10,000

$441most kept, EINC

EINC$487 − $46 = $441

SPY$103 − $9 = $94

KeptFee

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