ENFR vs SPYM

AENFR

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$23,470ENFR · SPYM $18,126

Lowest cost0.02%SPYM · $2 on $10k

Most income4.10%ENFR · $410 on $10k

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

Held in common0.4%ENFR and SPYM

ENFR

SPYM

Alerian Energy Infrastructure ETF · $523MState Street SPDR Portfolio S&P 500 ETF · $182B

+25.8%3 years · per year$19,910 · $19,186+24.3%

+18.6%5 years · per year$23,470 · $18,126+12.6%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

4.10%12-mo yield$410 · $101 on $10k1.01%

−9.1%Worst dropSmaller wins−8.9%

17.3%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsENFR · SPYM

6.1%WMB0.1%

5.4%KMI0.1%

5.2%TRGP0.1%

4.9%OKE0.1%

Held in common0.4%

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

All Three

5Y3 funds

#
1	AENFR	Alerian Energy Infrastructure ETFRead Desk	0.35%	4.10%	−3.6%	+23.5%	+30.1%	+25.8%	+18.6%	−9.1%	$523M
2	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
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

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

All Three

5Y3 funds

#
1	AENFR	Alerian Energy Infrastructure ETFRead Desk	0.35%	4.10%	−3.6%	+23.5%	+30.1%	+25.8%	+18.6%	−9.1%	$523M
2	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
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

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

ENFR vs SPYM

ENFR

Alerian Energy Infrastructure

$23,470

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureENFRSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield4.10%1.01%

5 years, per year+18.6%+12.6%

3 years, per year+25.8%+24.3%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y17.3%12.8%

3–3measures won
level

0.4%

holdings shared

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

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: ENFR, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

ENFRSPYMSPY

ENFR—0.4%0.4%

SPYM0.4%—99.8%

SPY0.4%99.8%—

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

Income After Fees on $10,000

$375most kept, ENFR

ENFR$410 − $35 = $375

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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