GLIX vs SPYM

AGLIX

BSPYM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SPYM $17,553

Lowest cost0.02%SPYM · $2 on $10k

Most income2.31%GLIX · $231 on $10k

Smallest drop−8.9%IVV · 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 four, 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 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	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
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
4	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 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	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
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
4	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

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: GLIX, SPYM, SMH, IVV

Today

99.9%most shared, SPYM and IVV

GLIXSPYMSMHIVV

GLIX—1.4%0.0%1.4%

SPYM1.4%—15.0%99.9%

SMH0.0%15.0%—15.0%

IVV1.4%99.9%15.0%—

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

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

SMH$23 − $35 = −$12

KeptFee

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