GII vs SPYM

AGII

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · GII $15,860

Lowest cost0.02%SPYM · $2 on $10k

Most income2.70%GII · $270 on $10k

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

Held in common2.0%GII and SPYM

GII

SPYM

State Street SPDR S&P Global Infrastructure ETF · $966MState Street SPDR Portfolio S&P 500 ETF · $185B

+20.4%3 years · per year$17,468 · $19,092+24.1%

+9.7%5 years · per year$15,860 · $17,749+12.2%

0.40%Expense ratio$40 · $2 on $10k · lower wins0.02%

2.70%12-mo yield$270 · $103 on $10k1.03%

−10.6%Worst dropSmaller wins−8.9%

11.5%VolatilityLower wins12.7%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsGII · SPYM

4.7%NEE0.3%

2.2%ADP0.2%

2.9%SO0.2%

2.7%DUK0.1%

Held in common2.0%

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk		0.40%	2.70%	−0.4%	+8.3%	+10.8%	+20.4%	+9.7%	−10.6%	$966M

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk		0.40%	2.70%	−0.4%	+8.3%	+10.8%	+20.4%	+9.7%	−10.6%	$966M

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

Cards for this view

GII vs SPYM

GII

SPDR S&P Global Infrastructure

$15,860

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureGIISPYM

Fee0.40%0.02%

Cost on $10k a year$40$2

Yield2.70%1.03%

5 years, per year+9.7%+12.2%

3 years, per year+20.4%+24.1%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y11.5%12.7%

4–2measures won
SPYM first

2.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: GII, SPYM

Today

2.0%most shared, GII and SPYM

GIISPYM

GII—2.0%

SPYM2.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$230most kept, GII

GII$270 − $40 = $230

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee