ICF vs SPY

AICF

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · ICF $10,936

Lowest cost0.09%SPY · $9 on $10k

Most income2.56%ICF · $256 on $10k

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

Held in common1.7%ICF and SPY

ICF

SPY

iShares Select U.S. REIT ETF · $2.1BState Street SPDR S&P 500 ETF · $805B

+14.7%3 years · per year$15,105 · $18,174+22.0%

+1.8%5 years · per year$10,936 · $17,099+11.3%

0.32%Expense ratio$32 · $9 on $10k · lower wins0.09%

2.56%12-mo yield$256 · $103 on $10k1.03%

−10.6%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsICF · SPY

8.3%WELL0.3%

7.4%PLD0.2%

8.0%EQIX0.2%

7.6%AMT0.1%

Held in common1.7%

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	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%	$804.8B
2	AICF	iShares Select U.S. REIT ETFRead Desk		0.32%	2.56%	−1.7%	+16.0%	+15.5%	+14.7%	+1.8%	−10.6%	$2.1B

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	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%	$804.8B
2	AICF	iShares Select U.S. REIT ETFRead Desk		0.32%	2.56%	−1.7%	+16.0%	+15.5%	+14.7%	+1.8%	−10.6%	$2.1B

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

ICF vs SPY

ICF

iShares Select U.S. REIT

$10,936

SPY

SPDR S&P 500

$17,099

MeasureICFSPY

Fee0.32%0.09%

Cost on $10k a year$32$9

Yield2.56%1.03%

5 years, per year+1.8%+11.3%

3 years, per year+14.7%+22.0%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y14.5%13.6%

5–1measures won
SPY first

1.7%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ICF, SPY

Today

1.7%most shared, ICF and SPY

ICFSPY

ICF—1.7%

SPY1.7%—

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

Income After Fees on $10,000

$224most kept, ICF

ICF$256 − $32 = $224

SPY$103 − $9 = $94

KeptFee

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