GII vs SPY

AGII

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · GII $16,055

Lowest cost0.09%SPY · $9 on $10k

Most income2.68%GII · $268 on $10k

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

Held in common1.8%GII and SPY

GII

SPY

State Street SPDR S&P Global Infrastructure ETF · $965MState Street SPDR S&P 500 ETF · $805B

+20.3%3 years · per year$17,431 · $19,132+24.1%

+9.9%5 years · per year$16,055 · $18,060+12.6%

0.40%Expense ratio$40 · $9 on $10k · lower wins0.09%

2.68%12-mo yield$268 · $99 on $10k0.99%

−10.6%Worst dropSmaller wins−8.9%

11.5%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsGII · SPY

4.8%NEE0.3%

3.0%SO0.2%

2.7%DUK0.2%

2.9%WMB0.1%

Held in common1.8%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk		0.40%	2.68%	+0.9%	+9.3%	+11.4%	+20.3%	+9.9%	−10.6%	$965M

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk		0.40%	2.68%	+0.9%	+9.3%	+11.4%	+20.3%	+9.9%	−10.6%	$965M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GII vs SPY

GII

SPDR S&P Global Infrastructure

$16,055

SPY

SPDR S&P 500

$18,060

MeasureGIISPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield2.68%0.99%

5 years, per year+9.9%+12.6%

3 years, per year+20.3%+24.1%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y11.5%12.9%

4–2measures won
SPY first

1.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: GII, SPY

Today

1.8%most shared, GII and SPY

GIISPY

GII—1.8%

SPY1.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$228most kept, GII

GII$268 − $40 = $228

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee