GII vs RIFR

AGII

BRIFR

Measures won2–1GII wins · of 6 · 5Y

$10,000 · 5Y$15,819GII

Lowest cost0.40%GII · $40 on $10k

Most income2.72%GII · $272 on $10k

Smallest drop−9.2%RIFR · worst fall in 1Y

Held in common45.4%GII and RIFR

GII

RIFR

State Street SPDR S&P Global Infrastructure ETF · $965MRussell Investments Exchange Traded Funds - Russell Investments Global Infrastructure ETF · $48M

+19.0%3 years · per year$16,863 · […][…]

+9.6%5 years · per year$15,819 · […][…]

0.40%Expense ratio$40 · $59 on $10k · lower wins0.59%

2.72%12-mo yield$272 · $87 on $10k0.87%

−10.6%Worst dropSmaller wins−9.2%

11.5%VolatilityLower wins11.5%

2–1GII wins

$10,000 · 5 yearsOne scale

Shared top holdingsGII · RIFR

5.1%AENA.MC5.9%

5.1%NEE5.8%

5.0%TCL.AX4.3%

2.8%DUK3.5%

Held in common45.4%

End-of-day Nov 6, 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	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk		0.40%	2.72%	−0.3%	+7.7%	+9.5%	+19.0%	+9.6%	−10.6%	$965M
2	BRIFR	Russell Investments Exchange Traded Funds - Russell Investments Global Infrastructure ETFRead Desk		0.59%	0.87%	−1.1%	+11.9%	+13.1%	new	new	−9.2%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk		0.40%	2.72%	−0.3%	+7.7%	+9.5%	+19.0%	+9.6%	−10.6%	$965M
2	BRIFR	Russell Investments Exchange Traded Funds - Russell Investments Global Infrastructure ETFRead Desk		0.59%	0.87%	−1.1%	+11.9%	+13.1%	new	new	−9.2%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GII vs RIFR

GII

SPDR S&P Global Infrastructure

$15,819

RIFR

Russell Investments Exchange Traded Funds - Russell Investments Global Infrastructure

[…]

MeasureGIIRIFR

Fee0.40%0.59%

Cost on $10k a year$40$59

Yield2.72%0.87%

5 years, per year+9.6%[…]

3 years, per year+19.0%[…]

Worst drop · 1Y−10.6%−9.2%

Volatility · 1Y11.5%11.5%

2–1measures won
GII first

45.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: GII, RIFR

Today

45.4%most shared, GII and RIFR

GIIRIFR

GII—45.4%

RIFR45.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$232most kept, GII

GII$272 − $40 = $232

RIFR$87 − $59 = $28

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee