IAI vs SPYM

AIAI

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,555SPYM · IAI $17,089

Lowest cost0.02%SPYM · $2 on $10k

Most income1.17%IAI · $117 on $10k

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

Held in common2.1%IAI and SPYM

IAI

SPYM

iShares U.S. Broker-Dealers & Securities Exchanges ETF · $1.3BState Street SPDR Portfolio S&P 500 ETF · $178B

+27.8%3 years · per year$20,855 · $18,163+22.0%

+11.3%5 years · per year$17,089 · $17,555+11.9%

0.37%Expense ratio$37 · $2 on $10k · lower wins0.02%

1.17%12-mo yield$117 · $103 on $10k1.03%

−16.5%Worst dropSmaller wins−8.9%

21.2%VolatilityLower wins13.7%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAI · SPYM

17.2%GS0.4%

14.8%MS0.3%

8.8%SCHW0.2%

5.4%SPGI0.2%

Held in common2.1%

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$177.9B
2	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.17%	+2.3%	+2.3%	+6.4%	+27.8%	+11.3%	−16.5%	$1.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$177.9B
2	AIAI	iShares U.S. Broker-Dealers & Securities Exchanges ETFRead Desk		0.37%	1.17%	+2.3%	+2.3%	+6.4%	+27.8%	+11.3%	−16.5%	$1.3B

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

IAI vs SPYM

IAI

iShares U.S. Broker-Dealers & Securities Exchanges

$17,089

SPYM

SPDR Portfolio S&P 500

$17,555

MeasureIAISPYM

Fee0.37%0.02%

Cost on $10k a year$37$2

Yield1.17%1.03%

5 years, per year+11.3%+11.9%

3 years, per year+27.8%+22.0%

Worst drop · 1Y−16.5%−8.9%

Volatility · 1Y21.2%13.7%

4–2measures won
SPYM first

2.1%

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%

$178BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IAI, SPYM

Today

2.1%most shared, IAI and SPYM

IAISPYM

IAI—2.1%

SPYM2.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

IAI$117 − $37 = $80

KeptFee

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