IAT vs SPYM

AIAT

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IAT $10,891

Lowest cost0.02%SPYM · $2 on $10k

Most income2.76%IAT · $276 on $10k

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

Held in common0.7%IAT and SPYM

IAT

SPYM

iShares U.S. Regional Banks ETF · $636MState Street SPDR Portfolio S&P 500 ETF · $182B

+27.1%3 years · per year$20,522 · $18,082+21.8%

+1.7%5 years · per year$10,891 · $17,192+11.4%

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

2.76%12-mo yield$276 · $105 on $10k1.05%

−17.5%Worst dropSmaller wins−8.9%

20.8%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIAT · SPYM

15.1%USB0.1%

14.6%PNC0.1%

9.8%TFC0.1%

5.2%FITB0.1%

Held in common0.7%

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	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	AIAT	iShares U.S. Regional Banks ETFRead Desk		0.37%	2.76%	−0.6%	+9.7%	+22.9%	+27.1%	+1.7%	−17.5%	$636M

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	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	AIAT	iShares U.S. Regional Banks ETFRead Desk		0.37%	2.76%	−0.6%	+9.7%	+22.9%	+27.1%	+1.7%	−17.5%	$636M

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

IAT vs SPYM

IAT

iShares U.S. Regional Banks

$10,891

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureIATSPYM

Fee0.37%0.02%

Cost on $10k a year$37$2

Yield2.76%1.05%

5 years, per year+1.7%+11.4%

3 years, per year+27.1%+21.8%

Worst drop · 1Y−17.5%−8.9%

Volatility · 1Y20.8%13.6%

4–2measures won
SPYM first

0.7%

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: IAT, SPYM

Today

0.7%most shared, IAT and SPYM

IATSPYM

IAT—0.7%

SPYM0.7%—

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

Income After Fees on $10,000

$239most kept, IAT

IAT$276 − $37 = $239

SPYM$105 − $2 = $103

KeptFee

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