GIAX vs SPY

AGIAX

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,358SPY

Lowest cost0.09%SPY · $9 on $10k

Most income28.89%GIAX · $2,889 on $10k

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

Held in common25.0%GIAX and SPY

GIAX

SPY

Nicholas Global Equity and Income ETF · $99MState Street SPDR S&P 500 ETF · $778B

[…]3 years · per year[…] · $17,888+21.4%

[…]5 years · per year[…] · $17,358+11.7%

1.03%Expense ratio$103 · $9 on $10k · lower wins0.09%

28.89%12-mo yield$2,889 · $101 on $10k1.01%

−21.2%Worst dropSmaller wins

End-of-day Nov 10, 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%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
2	AGIAX	Nicholas Global Equity and Income ETFRead Desk		1.03%	28.89%	−1.1%	+3.1%	+3.3%	new	new	−21.2%	$99M

End-of-day Nov 10, 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%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
2	AGIAX	Nicholas Global Equity and Income ETFRead Desk		1.03%	28.89%	−1.1%	+3.1%	+3.3%	new	new	−21.2%	$99M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GIAX vs SPY

GIAX

Nicholas Global Equity and Income

[…]

SPY

SPDR S&P 500

$17,358

MeasureGIAXSPY

Fee1.03%0.09%

Cost on $10k a year$103$9

Yield28.89%1.01%

5 years, per year[…]+11.7%

3 years, per year[…]+21.4%

Worst drop · 1Y−21.2%−8.9%

Volatility · 1Y29.1%13.8%

Loading…

GIAX vs SPY

Both

Both

$10,000 in GIAX, SPY

Overlap: GIAX, SPY

GIAX vs SPY

SPYM vs SPY

SCHD vs VIG

JEPQ vs JEPI

Overlap: GIAX, SPY

Income After Fees on $10,000