ELFY vs SPYM

AELFY

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.19%ELFY · $119 on $10k

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

Held in common4.9%ELFY and SPYM

ELFY

SPYM

ALPS Electrification Infrastructure ETF · $159MState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.50%Expense ratio$50 · $2 on $10k · lower wins0.02%

1.19%12-mo yield$119 · $101 on $10k1.01%

−18.8%Worst dropSmaller wins−8.9%

22.0%VolatilityLower wins12.8%

1–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsELFY · SPYM

0.9%GEV0.4%

1.0%APH0.3%

0.9%NEE0.3%

0.9%ETN0.2%

Held in common4.9%

End-of-day Nov 4, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AELFY	ALPS Electrification Infrastructure ETFRead Desk		0.50%	1.19%	−3.0%	+5.7%	+1.9%	new	new	−18.8%	$159M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AELFY	ALPS Electrification Infrastructure ETFRead Desk		0.50%	1.19%	−3.0%	+5.7%	+1.9%	new	new	−18.8%	$159M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ELFY vs SPYM

ELFY

ALPS Electrification Infrastructure

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureELFYSPYM

Fee0.50%0.02%

Cost on $10k a year$50$2

Yield1.19%1.01%

5 years, per year[…]+12.6%

3 years, per year[…]+24.3%

Worst drop · 1Y−18.8%−8.9%

Volatility · 1Y22.0%12.8%

3–1measures won
SPYM first

4.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ELFY, SPYM

Today

4.9%most shared, ELFY and SPYM

ELFYSPYM

ELFY—4.9%

SPYM4.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

ELFY$119 − $50 = $69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee