EIPI vs SPY

AEIPI

BSPY

Measures won3–1EIPI wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income6.89%EIPI · $689 on $10k

Smallest drop−6.7%EIPI · worst fall in 1Y

Held in common4.0%EIPI and SPY

EIPI

SPY

FT Energy Income Partners Enhanced Income ETF · $1.1BState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

1.11%Expense ratio$111 · $9 on $10k · lower wins0.09%

6.89%12-mo yield$689 · $103 on $10k1.03%

−6.7%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins13.6%

3–1EIPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsEIPI · SPY

3.4%XOM1.1%

1.3%NEE0.3%

1.6%SO0.2%

2.5%DUK0.2%

Held in common4.0%

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	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
2	AEIPI	FT Energy Income Partners Enhanced Income ETFRead Desk		1.11%	6.89%	−0.1%	+16.0%	+19.3%	new	new	−6.7%	$1.1B

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	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
2	AEIPI	FT Energy Income Partners Enhanced Income ETFRead Desk		1.11%	6.89%	−0.1%	+16.0%	+19.3%	new	new	−6.7%	$1.1B

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

EIPI vs SPY

EIPI

FT Energy Income Partners Enhanced Income

[…]

SPY

SPDR S&P 500

$17,118

MeasureEIPISPY

Fee1.11%0.09%

Cost on $10k a year$111$9

Yield6.89%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y11.1%13.6%

3–1measures won
EIPI first

4.0%

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: EIPI, SPY

Today

4.0%most shared, EIPI and SPY

EIPISPY

EIPI—4.0%

SPY4.0%—

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

Income After Fees on $10,000

$578most kept, EIPI

EIPI$689 − $111 = $578

SPY$103 − $9 = $94

KeptFee

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