EIPX vs SPY

AEIPX

BSPY

Measures won3–2EIPX wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income2.79%EIPX · $279 on $10k

Smallest drop−6.9%EIPX · worst fall in 1Y

Held in common4.3%EIPX and SPY

EIPX

SPY

FT Energy Income Partners Strategy ETF · $575MState Street SPDR S&P 500 ETF · $819B

+19.4%3 years · per year$17,002 · $18,039+21.7%

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

0.95%Expense ratio$95 · $9 on $10k · lower wins0.09%

2.79%12-mo yield$279 · $103 on $10k1.03%

−6.9%Worst dropSmaller wins−8.9%

12.2%VolatilityLower wins13.6%

3–2EIPX wins

$10,000 · 5 yearsOne scale

Shared top holdingsEIPX · SPY

2.7%XOM1.1%

0.9%NEE0.3%

1.6%SO0.2%

1.7%DUK0.2%

Held in common4.3%

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	AEIPX	FT Energy Income Partners Strategy ETFRead Desk		0.95%	2.79%	+0.2%	+24.9%	+27.1%	+19.4%	new	−6.9%	$575M

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	AEIPX	FT Energy Income Partners Strategy ETFRead Desk		0.95%	2.79%	+0.2%	+24.9%	+27.1%	+19.4%	new	−6.9%	$575M

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

EIPX vs SPY

EIPX

FT Energy Income Partners Strategy

[…]

SPY

SPDR S&P 500

$17,118

MeasureEIPXSPY

Fee0.95%0.09%

Cost on $10k a year$95$9

Yield2.79%1.03%

5 years, per year[…]+11.3%

3 years, per year+19.4%+21.7%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y12.2%13.6%

3–2measures won
EIPX first

4.3%

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: EIPX, SPY

Today

4.3%most shared, EIPX and SPY

EIPXSPY

EIPX—4.3%

SPY4.3%—

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

Income After Fees on $10,000

$184most kept, EIPX

EIPX$279 − $95 = $184

SPY$103 − $9 = $94

KeptFee

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