GII vs VYM

AGII

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income2.72%GII · $272 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 · $965MVanguard High Dividend Yield ETF · $78.9B

+19.0%3 years · per year$16,863 · $17,107+19.6%

+9.6%5 years · per year$15,819 · $16,941+11.1%

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

2.72%12-mo yield$272 · $231 on $10k2.31%

−10.6%Worst dropSmaller wins−6.7%

11.5%VolatilityLower wins10.6%

1–5VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGII · VYM

5.1%NEE0.7%

3.0%SO0.4%

2.8%DUK0.4%

2.6%WMB0.4%

Held in common4.2%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	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

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	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

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 VYM

GII

SPDR S&P Global Infrastructure

$15,819

VYM

Vanguard High Dividend Yield

$16,941

MeasureGIIVYM

Fee0.40%0.04%

Cost on $10k a year$40$4

Yield2.72%2.31%

5 years, per year+9.6%+11.1%

3 years, per year+19.0%+19.6%

Worst drop · 1Y−10.6%−6.7%

Volatility · 1Y11.5%10.6%

5–1measures won
VYM first

4.2%

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX 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

Overlap: GII, VYM, SMH

Today

9.0%most shared, VYM and SMH

GIIVYMSMH

GII—4.2%0.0%

VYM4.2%—9.0%

SMH0.0%9.0%—

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

VYM$231 − $4 = $227

SMH$24 − $35 = −$11

KeptFee

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