GII vs VYM

AGII

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · VYM $17,254

Lowest cost0.04%VYM · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common4.2%GII and VYM

GII

VYM

State Street SPDR S&P Global Infrastructure ETF · $958MVanguard High Dividend Yield ETF · $78.9B

+18.7%3 years · per year$16,731 · $17,150+19.7%

+9.8%5 years · per year$15,973 · $17,254+11.5%

0.40%Expense ratio$40 · $4 on $10k · lower wins0.04%

2.67%12-mo yield$267 · $226 on $10k2.26%

−10.6%Worst dropSmaller wins−6.7%

11.6%VolatilityLower wins10.8%

1–5VYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGII · VYM

5.0%NEE0.7%

2.9%SO0.4%

2.8%DUK0.4%

2.6%WMB0.4%

Held in common4.2%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	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 VYM

GII

SPDR S&P Global Infrastructure

$15,973

VYM

Vanguard High Dividend Yield

$17,254

MeasureGIIVYM

Fee0.40%0.04%

Cost on $10k a year$40$4

Yield2.67%2.26%

5 years, per year+9.8%+11.5%

3 years, per year+18.7%+19.7%

Worst drop · 1Y−10.6%−6.7%

Volatility · 1Y11.6%10.8%

5–1measures won
VYM first

4.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: GII, VYM, SCHD, SMH

Today

21.9%most shared, VYM and SCHD

GIIVYMSCHDSMH

GII—4.2%1.3%0.0%

VYM4.2%—21.9%8.9%

SCHD1.3%21.9%—8.2%

SMH0.0%8.9%8.2%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

GII$267 − $40 = $227

VYM$226 − $4 = $222

SMH$23 − $35 = −$12

KeptFee

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