GLDI vs SPYM

AGLDI

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · GLDI $16,873

Lowest cost0.02%SPYM · $2 on $10k

Most income28.00%GLDI · $2,800 on $10k

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

Held in common[…]GLDI and SPYM

GLDI

SPYM

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033 · $170MState Street SPDR Portfolio S&P 500 ETF · $185B

+17.5%3 years · per year$16,208 · $19,186+24.3%

+11.0%5 years · per year$16,873 · $18,126+12.6%

0.65%Expense ratio$65 · $2 on $10k · lower wins0.02%

28.00%12-mo yield$2,800 · $101 on $10k1.01%

−16.0%Worst dropSmaller wins−8.9%

18.7%VolatilityLower wins12.8%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsGLDI · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk		0.65%	28.00%	+3.3%	−3.3%	+3.3%	+17.5%	+11.0%	−16.0%	$170M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk		0.65%	28.00%	+3.3%	−3.3%	+3.3%	+17.5%	+11.0%	−16.0%	$170M

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

GLDI vs SPYM

GLDI

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033

$16,873

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureGLDISPYM

Fee0.65%0.02%

Cost on $10k a year$65$2

Yield28.00%1.01%

5 years, per year+11.0%+12.6%

3 years, per year+17.5%+24.3%

Worst drop · 1Y−16.0%−8.9%

Volatility · 1Y18.7%12.8%

5–1measures won
SPYM first

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%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: GLDI, SPYM

Today

[…]holdings […]

GLDISPYM

GLDI—[…]

SPYM[…]—

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

Income After Fees on $10,000

$2,735most kept, GLDI

GLDI$2,800 − $65 = $2,735

SPYM$101 − $2 = $99

KeptFee

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