GLOF vs SPYM

AGLOF

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SPY $17,118

Lowest cost0.02%SPYM · $2 on $10k

Most income1.61%GLOF · $161 on $10k

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

Held in common47.4%GLOF and SPYM

GLOF

SPYM

iShares Global Equity Factor ETF · $205MState Street SPDR Portfolio S&P 500 ETF · $182B

+22.6%3 years · per year$18,449 · $18,082+21.8%

+11.2%5 years · per year$16,980 · $17,192+11.4%

0.20%Expense ratio$20 · $2 on $10k · lower wins0.02%

1.61%12-mo yield$161 · $105 on $10k1.05%

−9.1%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGLOF · SPYM

5.0%AAPL7.9%

4.3%NVDA6.9%

3.8%MSFT6.3%

2.3%AMZN4.0%

Held in common47.4%

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	AGLOF	iShares Global Equity Factor ETFRead Desk	0.20%	1.61%	−4.2%	+10.3%	+12.7%	+22.6%	+11.2%	−9.1%	$205M

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	AGLOF	iShares Global Equity Factor ETFRead Desk	0.20%	1.61%	−4.2%	+10.3%	+12.7%	+22.6%	+11.2%	−9.1%	$205M

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

GLOF vs SPYM

GLOF

iShares Global Equity Factor

$16,980

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureGLOFSPYM

Fee0.20%0.02%

Cost on $10k a year$20$2

Yield1.61%1.05%

5 years, per year+11.2%+11.4%

3 years, per year+22.6%+21.8%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y14.5%13.6%

4–2measures won
SPYM first

47.4%

holdings shared

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: GLOF, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

GLOFSPYMSPY

GLOF—47.4%47.4%

SPYM47.4%—99.9%

SPY47.4%99.9%—

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

Income After Fees on $10,000

$141most kept, GLOF

GLOF$161 − $20 = $141

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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