IBLC vs SPY

AIBLC

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income7.25%IBLC · $725 on $10k

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

Held in common7.3%IBLC and SPY

IBLC

SPY

iShares Blockchain and Tech ETF · $64MState Street SPDR S&P 500 ETF · $805B

+34.4%3 years · per year$24,295 · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.47%Expense ratio$47 · $9 on $10k · lower wins0.09%

7.25%12-mo yield$725 · $99 on $10k0.99%

−42.1%Worst dropSmaller wins−8.9%

58.3%VolatilityLower wins12.9%

2–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBLC · SPY

4.7%NVDA7.7%

5.4%AMD1.2%

5.9%MA0.8%

4.9%IBM0.4%

Held in common7.3%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AIBLC	iShares Blockchain and Tech ETFRead Desk		0.47%	7.25%	−2.9%	−13.7%	−40.0%	+34.4%	new	−42.1%	$64M

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AIBLC	iShares Blockchain and Tech ETFRead Desk		0.47%	7.25%	−2.9%	−13.7%	−40.0%	+34.4%	new	−42.1%	$64M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IBLC vs SPY

IBLC

iShares Blockchain and Tech

[…]

SPY

SPDR S&P 500

$18,060

MeasureIBLCSPY

Fee0.47%0.09%

Cost on $10k a year$47$9

Yield7.25%0.99%

5 years, per year[…]+12.6%

3 years, per year+34.4%+24.1%

Worst drop · 1Y−42.1%−8.9%

Volatility · 1Y58.3%12.9%

3–2measures won
SPY first

7.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IBLC, SPY

Today

7.3%most shared, IBLC and SPY

IBLCSPY

IBLC—7.3%

SPY7.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$678most kept, IBLC

IBLC$725 − $47 = $678

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee