GLIX vs XLU

AGLIX

BXLU

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,148XLU

Lowest cost0.08%XLU · $8 on $10k

Most income2.78%XLU · $278 on $10k

Smallest drop−10.1%GLIX · worst fall in 1Y

Held in common17.5%GLIX and XLU

GLIX

XLU

Lazard Listed Infrastructure ETF · $50MState Street Utilities Select Sector SPDR ETF · $24.0B

[…]3 years · per year[…] · $16,116+17.2%

[…]5 years · per year[…] · $15,148+8.7%

0.96%Expense ratio$96 · $8 on $10k · lower wins0.08%

2.30%12-mo yield$230 · $278 on $10k2.78%

−10.1%Worst dropSmaller wins−16.1%

12.2%VolatilityLower wins15.7%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsGLIX · XLU

3.0%EXC3.4%

2.8%ED3.2%

2.4%AEP5.2%

1.9%EVRG1.4%

Held in common17.5%

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	BXLU	State Street Utilities Select Sector SPDR ETFRead Desk		0.08%	2.78%	+0.4%	+4.3%	+0.6%	+17.2%	+8.7%	−16.1%	$24.0B
2	AGLIX	Lazard Listed Infrastructure ETFRead Desk		0.96%	2.30%	+2.2%	+15.7%	+16.2%	new	new	−10.1%	$50M

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	BXLU	State Street Utilities Select Sector SPDR ETFRead Desk		0.08%	2.78%	+0.4%	+4.3%	+0.6%	+17.2%	+8.7%	−16.1%	$24.0B
2	AGLIX	Lazard Listed Infrastructure ETFRead Desk		0.96%	2.30%	+2.2%	+15.7%	+16.2%	new	new	−10.1%	$50M

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

GLIX vs XLU

GLIX

Lazard Listed Infrastructure

[…]

XLU

Utilities Select Sector SPDR

$15,148

MeasureGLIXXLU

Fee0.96%0.08%

Cost on $10k a year$96$8

Yield2.30%2.78%

5 years, per year[…]+8.7%

3 years, per year[…]+17.2%

Worst drop · 1Y−10.1%−16.1%

Volatility · 1Y12.2%15.7%

2–2measures won
level

17.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: GLIX, XLU

Today

17.5%most shared, GLIX and XLU

GLIXXLU

GLIX—17.5%

XLU17.5%—

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

Income After Fees on $10,000

$270most kept, XLU

XLU$278 − $8 = $270

GLIX$230 − $96 = $134

KeptFee

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