GLIX vs SPYM

AGLIX

BSPYM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income2.35%GLIX · $235 on $10k

Smallest drop−8.9%SPY · 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 · $185B

[…]3 years · per year[…] · $19,092+24.1%

[…]5 years · per year[…] · $17,749+12.2%

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

2.35%12-mo yield$235 · $103 on $10k1.03%

−10.1%Worst dropSmaller wins−8.9%

12.0%VolatilityLower wins12.7%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsGLIX · SPYM

1.4%UNP0.3%

0.7%NEE0.3%

5.4%AMT0.1%

3.2%NSC0.1%

Held in common1.4%

End-of-day Nov 3, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B
4	AGLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.35%	−0.7%	+13.2%	+13.7%	new	new	−10.1%	$50M

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

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B
4	AGLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.35%	−0.7%	+13.2%	+13.7%	new	new	−10.1%	$50M

End-of-day Nov 3, 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

$17,749

MeasureGLIXSPYM

Fee0.96%0.02%

Cost on $10k a year$96$2

Yield2.35%1.03%

5 years, per year[…]+12.2%

3 years, per year[…]+24.1%

Worst drop · 1Y−10.1%−8.9%

Volatility · 1Y12.0%12.7%

2–2measures won
level

1.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: GLIX, SPYM, SPY, VTI

Today

99.9%most shared, SPYM and SPY

GLIXSPYMSPYVTI

GLIX—1.4%1.4%1.1%

SPYM1.4%—99.9%87.7%

SPY1.4%99.9%—87.7%

VTI1.1%87.7%87.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$139most kept, GLIX

GLIX$235 − $96 = $139

VTI$106 − $3 = $103

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee