EINC vs SPYM

AEINC

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$24,825EINC · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income4.53%EINC · $453 on $10k

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

Held in common0.4%EINC and SPYM

EINC

SPYM

VanEck Energy Income ETF · $85MState Street SPDR Portfolio S&P 500 ETF · $185B

+28.1%3 years · per year$21,014 · $19,092+24.1%

+19.9%5 years · per year$24,826 · $17,749+12.2%

0.46%Expense ratio$46 · $2 on $10k · lower wins0.02%

4.53%12-mo yield$453 · $103 on $10k1.03%

−9.0%Worst dropSmaller wins−8.9%

17.0%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEINC · SPYM

7.8%WMB0.1%

5.2%TRGP0.1%

6.4%KMI0.1%

5.5%OKE0.1%

Held in common0.4%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AEINC	VanEck Energy Income ETFRead Desk	0.46%	4.53%	+0.1%	+28.1%	+35.0%	+28.1%	+19.9%	−9.0%	$85M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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

All Three

5Y3 funds

#
1	AEINC	VanEck Energy Income ETFRead Desk	0.46%	4.53%	+0.1%	+28.1%	+35.0%	+28.1%	+19.9%	−9.0%	$85M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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

Cards for this view

EINC vs SPYM

EINC

VanEck Energy Income

$24,825

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureEINCSPYM

Fee0.46%0.02%

Cost on $10k a year$46$2

Yield4.53%1.03%

5 years, per year+19.9%+12.2%

3 years, per year+28.1%+24.1%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y17.0%12.7%

3–3measures won
level

0.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: EINC, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

EINCSPYMSPY

EINC—0.4%0.4%

SPYM0.4%—99.9%

SPY0.4%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$407most kept, EINC

EINC$453 − $46 = $407

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee