GLDI vs SPYM

AGLDI

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SPY $17,118

Lowest cost0.02%SPYM · $2 on $10k

Most income27.98%GLDI · $2,798 on $10k

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

Held in common[…]GLDI and SPYM

GLDI

SPYM

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033 · $176MState Street SPDR Portfolio S&P 500 ETF · $182B

+17.4%3 years · per year$16,192 · $18,082+21.8%

+11.2%5 years · per year$16,983 · $17,192+11.4%

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

27.98%12-mo yield$2,798 · $105 on $10k1.05%

−16.0%Worst dropSmaller wins−8.9%

18.6%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGLDI · SPYM

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

Held in common[…]

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk	0.65%	27.98%	−0.8%	−3.3%	+3.8%	+17.4%	+11.2%	−16.0%	$176M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk	0.65%	27.98%	−0.8%	−3.3%	+3.8%	+17.4%	+11.2%	−16.0%	$176M

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

GLDI vs SPYM

GLDI

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

$16,983

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureGLDISPYM

Fee0.65%0.02%

Cost on $10k a year$65$2

Yield27.98%1.05%

5 years, per year+11.2%+11.4%

3 years, per year+17.4%+21.8%

Worst drop · 1Y−16.0%−8.9%

Volatility · 1Y18.6%13.6%

5–1measures won
SPYM first

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: GLDI, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

GLDISPYMSPY

GLDI—[…][…]

SPYM[…]—99.9%

SPY[…]99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,733most kept, GLDI

GLDI$2,798 − $65 = $2,733

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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