IAI vs SPY

AIAI

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · IAI $16,893

Lowest cost0.09%SPY · $9 on $10k

Most income1.20%IAI · $120 on $10k

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

Held in common2.1%IAI and SPY

IAI

SPY

iShares U.S. Broker-Dealers & Securities Exchanges ETF · $1.3BState Street SPDR S&P 500 ETF · $819B

+28.1%3 years · per year$21,009 · $18,039+21.7%

+11.1%5 years · per year$16,893 · $17,118+11.3%

0.37%Expense ratio$37 · $9 on $10k · lower wins0.09%

1.20%12-mo yield$120 · $103 on $10k1.03%

−16.5%Worst dropSmaller wins−8.9%

21.2%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAI · SPY

17.2%GS0.4%

14.8%MS0.3%

8.8%SCHW0.2%

5.4%SPGI0.2%

Held in common2.1%

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

Both

5Y2 funds

#			Trend
1	BSPY	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
2	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.20%	−0.5%	+0.1%	+2.8%	+28.1%	+11.1%	−16.5%	$1.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	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
2	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.20%	−0.5%	+0.1%	+2.8%	+28.1%	+11.1%	−16.5%	$1.3B

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

IAI vs SPY

IAI

iShares U.S. Broker-Dealers & Securities Exchanges

$16,893

SPY

SPDR S&P 500

$17,118

MeasureIAISPY

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield1.20%1.03%

5 years, per year+11.1%+11.3%

3 years, per year+28.1%+21.7%

Worst drop · 1Y−16.5%−8.9%

Volatility · 1Y21.2%13.6%

4–2measures won
SPY first

2.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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: IAI, SPY

Today

2.1%most shared, IAI and SPY

IAISPY

IAI—2.1%

SPY2.1%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

IAI$120 − $37 = $83

KeptFee

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