EXI vs SPY

AEXI

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · EXI $16,012

Lowest cost0.09%SPY · $9 on $10k

Most income1.16%EXI · $116 on $10k

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

Held in common8.1%EXI and SPY

EXI

SPY

iShares Global Industrials ETF · $1.4BState Street SPDR S&P 500 ETF · $805B

+20.4%3 years · per year$17,450 · $18,174+22.0%

+9.9%5 years · per year$16,012 · $17,099+11.3%

0.38%Expense ratio$38 · $9 on $10k · lower wins0.09%

1.16%12-mo yield$116 · $103 on $10k1.03%

−12.4%Worst dropSmaller wins−8.9%

18.0%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsEXI · SPY

3.5%GE0.5%

2.8%CAT0.4%

2.8%RTX0.4%

2.3%GEV0.3%

Held in common8.1%

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AEXI	iShares Global Industrials ETFRead Desk		0.38%	1.16%	−3.9%	+4.6%	+7.4%	+20.4%	+9.9%	−12.4%	$1.4B

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AEXI	iShares Global Industrials ETFRead Desk		0.38%	1.16%	−3.9%	+4.6%	+7.4%	+20.4%	+9.9%	−12.4%	$1.4B

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

Cards for this view

EXI vs SPY

EXI

iShares Global Industrials

$16,012

SPY

SPDR S&P 500

$17,099

MeasureEXISPY

Fee0.38%0.09%

Cost on $10k a year$38$9

Yield1.16%1.03%

5 years, per year+9.9%+11.3%

3 years, per year+20.4%+22.0%

Worst drop · 1Y−12.4%−8.9%

Volatility · 1Y18.0%13.6%

5–1measures won
SPY first

8.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: EXI, SPY

Today

8.1%most shared, EXI and SPY

EXISPY

EXI—8.1%

SPY8.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

EXI$116 − $38 = $78

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee