GII vs SPYM

AGII

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · VOO $17,543

Lowest cost0.02%SPYM · $2 on $10k

Most income2.67%GII · $267 on $10k

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

Held in common1.8%GII and SPYM

GII

SPYM

State Street SPDR S&P Global Infrastructure ETF · $958MState Street SPDR Portfolio S&P 500 ETF · $179B

+18.7%3 years · per year$16,731 · $18,161+22.0%

+9.8%5 years · per year$15,973 · $17,553+11.9%

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

2.67%12-mo yield$267 · $103 on $10k1.03%

−10.6%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins13.7%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGII · SPYM

5.0%NEE0.3%

2.9%SO0.2%

2.8%DUK0.2%

2.3%CEG0.1%

Held in common1.8%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.67%	+1.9%	+9.7%	+11.9%	+18.7%	+9.8%	−10.6%	$958M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.67%	+1.9%	+9.7%	+11.9%	+18.7%	+9.8%	−10.6%	$958M

End-of-day Nov 9, 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

$15,973

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureGIISPYM

Fee0.40%0.02%

Cost on $10k a year$40$2

Yield2.67%1.03%

5 years, per year+9.8%+11.9%

3 years, per year+18.7%+22.0%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y11.6%13.7%

4–2measures won
SPYM first

1.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: GII, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

GIISPYMVOO

GII—1.8%1.7%

SPYM1.8%—92.7%

VOO1.7%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$227most kept, GII

GII$267 − $40 = $227

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee