IAK vs SPY

AIAK

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$19,714IAK · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income2.35%IAK · $235 on $10k

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

Held in common1.2%IAK and SPY

IAK

SPY

iShares U.S. Insurance ETF · $493MState Street SPDR S&P 500 ETF · $819B

+19.6%3 years · per year$17,089 · $18,174+22.0%

+14.5%5 years · per year$19,714 · $17,099+11.3%

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

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

−10.5%Worst dropSmaller wins−8.9%

16.2%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAK · SPY

13.6%PGR0.2%

13.0%CB0.2%

8.5%TRV0.1%

6.7%ALL0.1%

Held in common1.2%

End-of-day Nov 5, 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	AIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.35%	−1.0%	+13.9%	+21.2%	+19.6%	+14.5%	−10.5%	$493M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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

Both

5Y2 funds

#			Trend
1	AIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.35%	−1.0%	+13.9%	+21.2%	+19.6%	+14.5%	−10.5%	$493M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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

Cards for this view

IAK vs SPY

IAK

iShares U.S. Insurance

$19,714

SPY

SPDR S&P 500

$17,099

MeasureIAKSPY

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield2.35%1.03%

5 years, per year+14.5%+11.3%

3 years, per year+19.6%+22.0%

Worst drop · 1Y−10.5%−8.9%

Volatility · 1Y16.2%13.6%

4–2measures won
SPY first

1.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IAK, SPY

Today

1.2%most shared, IAK and SPY

IAKSPY

IAK—1.2%

SPY1.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$198most kept, IAK

IAK$235 − $37 = $198

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee