IDGT vs SPY

AIDGT

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · IDGT $14,607

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common1.9%IDGT and SPY

IDGT

SPY

iShares U.S. Digital Infrastructure and Real Estate ETF · $435MState Street SPDR S&P 500 ETF · $819B

+23.2%3 years · per year$18,695 · $18,039+21.7%

+7.9%5 years · per year$14,607 · $17,118+11.3%

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

0.92%12-mo yield$92 · $103 on $10k1.03%

−25.3%Worst dropSmaller wins−8.9%

27.6%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIDGT · SPY

4.0%CSCO0.6%

3.9%QCOM0.3%

4.2%ANET0.3%

10.0%EQIX0.2%

Held in common1.9%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AIDGT	iShares U.S. Digital Infrastructure and Real Estate ETFRead Desk		0.37%	0.92%	+1.5%	+18.5%	+14.9%	+23.2%	+7.9%	−25.3%	$435M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AIDGT	iShares U.S. Digital Infrastructure and Real Estate ETFRead Desk		0.37%	0.92%	+1.5%	+18.5%	+14.9%	+23.2%	+7.9%	−25.3%	$435M

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

IDGT vs SPY

IDGT

iShares U.S. Digital Infrastructure and Real Estate

$14,607

SPY

SPDR S&P 500

$17,118

MeasureIDGTSPY

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield0.92%1.03%

5 years, per year+7.9%+11.3%

3 years, per year+23.2%+21.7%

Worst drop · 1Y−25.3%−8.9%

Volatility · 1Y27.6%13.6%

5–1measures won
SPY first

1.9%

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: IDGT, SPY

Today

1.9%most shared, IDGT and SPY

IDGTSPY

IDGT—1.9%

SPY1.9%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

IDGT$92 − $37 = $55

KeptFee

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