ENZL vs SPY

AENZL

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · ENZL $8,098

Lowest cost0.09%SPY · $9 on $10k

Most income2.20%ENZL · $220 on $10k

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

Held in common0.0%ENZL and SPY

ENZL

SPY

iShares MSCI New Zealand ETF · $65MState Street SPDR S&P 500 ETF · $778B

+4.3%3 years · per year$11,332 · $18,118+21.9%

−4.1%5 years · per year$8,098 · $17,493+11.8%

0.50%Expense ratio$50 · $9 on $10k · lower wins0.09%

2.20%12-mo yield$220 · $101 on $10k1.01%

−12.9%Worst dropSmaller wins−8.9%

16.8%VolatilityLower wins13.7%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsENZL · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	AENZL	iShares MSCI New Zealand ETFRead Desk		0.50%	2.20%	+1.9%	+2.6%	+3.8%	+4.3%	−4.1%	−12.9%	$65M

End-of-day Nov 9, 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%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	AENZL	iShares MSCI New Zealand ETFRead Desk		0.50%	2.20%	+1.9%	+2.6%	+3.8%	+4.3%	−4.1%	−12.9%	$65M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ENZL vs SPY

ENZL

iShares MSCI New Zealand

$8,098

SPY

SPDR S&P 500

$17,493

MeasureENZLSPY

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield2.20%1.01%

5 years, per year−4.1%+11.8%

3 years, per year+4.3%+21.9%

Worst drop · 1Y−12.9%−8.9%

Volatility · 1Y16.8%13.7%

5–1measures won
SPY first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ENZL, SPY

Today

0.0%most shared, ENZL and SPY

ENZLSPY

ENZL—0.0%

SPY0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$170most kept, ENZL

ENZL$220 − $50 = $170

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee