FTIF vs SPYM

AFTIF

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.27%FTIF · $127 on $10k

Smallest drop−7.8%FTIF · worst fall in 1Y

Held in common4.9%FTIF and SPYM

FTIF

SPYM

First Trust Bloomberg Inflation Sensitive Equity ETF · $6MState Street SPDR Portfolio S&P 500 ETF · $182B

+15.6%3 years · per year$15,442 · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

0.60%Expense ratio$60 · $2 on $10k · lower wins0.02%

1.27%12-mo yield$127 · $106 on $10k1.06%

−7.8%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins13.6%

2–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTIF · SPYM

2.2%XOM1.1%

2.4%CVX0.6%

1.9%RTX0.4%

2.0%UNP0.3%

Held in common4.9%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AFTIF	First Trust Bloomberg Inflation Sensitive Equity ETFRead Desk		0.60%	1.27%	−2.1%	+31.6%	+34.8%	+15.6%	new	−7.8%	$6M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AFTIF	First Trust Bloomberg Inflation Sensitive Equity ETFRead Desk		0.60%	1.27%	−2.1%	+31.6%	+34.8%	+15.6%	new	−7.8%	$6M

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

FTIF vs SPYM

FTIF

First Trust Bloomberg Inflation Sensitive Equity

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureFTIFSPYM

Fee0.60%0.02%

Cost on $10k a year$60$2

Yield1.27%1.06%

5 years, per year[…]+11.4%

3 years, per year+15.6%+22.1%

Worst drop · 1Y−7.8%−8.9%

Volatility · 1Y14.5%13.6%

3–2measures won
SPYM first

4.9%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FTIF, SPYM

Today

4.9%most shared, FTIF and SPYM

FTIFSPYM

FTIF—4.9%

SPYM4.9%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

FTIF$127 − $60 = $67

KeptFee

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