IAK vs SPYM

AIAK

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$19,545IAK · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income2.40%IAK · $240 on $10k

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

Held in common1.3%IAK and SPYM

IAK

SPYM

iShares U.S. Insurance ETF · $493MState Street SPDR Portfolio S&P 500 ETF · $182B

+18.3%3 years · per year$16,555 · $18,082+21.8%

+14.3%5 years · per year$19,545 · $17,192+11.4%

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

2.40%12-mo yield$240 · $105 on $10k1.05%

−10.5%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAK · SPYM

13.6%PGR0.2%

13.1%CB0.2%

8.4%TRV0.1%

6.8%ALL0.1%

Held in common1.3%

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	AIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.40%	−2.0%	+11.6%	+18.9%	+18.3%	+14.3%	−10.5%	$493M
2	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

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	AIAK	iShares U.S. Insurance ETFRead Desk		0.37%	2.40%	−2.0%	+11.6%	+18.9%	+18.3%	+14.3%	−10.5%	$493M
2	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

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

IAK vs SPYM

IAK

iShares U.S. Insurance

$19,545

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureIAKSPYM

Fee0.37%0.02%

Cost on $10k a year$37$2

Yield2.40%1.05%

5 years, per year+14.3%+11.4%

3 years, per year+18.3%+21.8%

Worst drop · 1Y−10.5%−8.9%

Volatility · 1Y16.3%13.6%

4–2measures won
SPYM first

1.3%

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: IAK, SPYM

Today

1.3%most shared, IAK and SPYM

IAKSPYM

IAK—1.3%

SPYM1.3%—

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

Income After Fees on $10,000

$203most kept, IAK

IAK$240 − $37 = $203

SPYM$105 − $2 = $103

KeptFee

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