GLIX vs SPYM

AGLIX

BSPYM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IGV $11,584

Lowest cost0.02%SPYM · $2 on $10k

Most income2.31%GLIX · $231 on $10k

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

Held in common1.4%GLIX and SPYM

GLIX

SPYM

Lazard Listed Infrastructure ETF · $50MState Street SPDR Portfolio S&P 500 ETF · $179B

[…]3 years · per year[…] · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.96%Expense ratio$96 · $2 on $10k · lower wins0.02%

2.31%12-mo yield$231 · $103 on $10k1.03%

−10.1%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGLIX · SPYM

1.4%NEE0.3%

1.3%UNP0.3%

1.4%CSX0.1%

5.5%AMT0.1%

Held in common1.4%

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	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B
3	AGLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.31%	+1.0%	+14.9%	+15.5%	new	new	−10.1%	$50M

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	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+2.6%	−4.0%	−7.2%	+13.6%	+3.0%	−33.2%	$12.8B
3	AGLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.31%	+1.0%	+14.9%	+15.5%	new	new	−10.1%	$50M

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

GLIX vs SPYM

GLIX

Lazard Listed Infrastructure

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureGLIXSPYM

Fee0.96%0.02%

Cost on $10k a year$96$2

Yield2.31%1.03%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−10.1%−8.9%

Volatility · 1Y12.3%13.7%

2–2measures won
level

1.4%

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

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

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: GLIX, SPYM, IGV

Today

9.7%most shared, SPYM and IGV

GLIXSPYMIGV

GLIX—1.4%0.0%

SPYM1.4%—9.7%

IGV0.0%9.7%—

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

Income After Fees on $10,000

$135most kept, GLIX

GLIX$231 − $96 = $135

SPYM$103 − $2 = $101

IGV$2 − $38 = −$36

KeptFee

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