IEO vs SPY

AIEO

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$23,181IEO · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.68%IEO · $168 on $10k

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

Held in common1.1%IEO and SPY

IEO

SPY

iShares U.S. Oil & Gas Exploration & Production ETF · $820MState Street SPDR S&P 500 ETF · $819B

+13.1%3 years · per year$14,451 · $18,174+22.0%

+18.3%5 years · per year$23,181 · $17,099+11.3%

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

1.68%12-mo yield$168 · $103 on $10k1.03%

−16.3%Worst dropSmaller wins−8.9%

28.3%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIEO · SPY

18.4%COP0.2%

12.3%MPC0.2%

11.7%VLO0.2%

4.7%PSX0.2%

Held in common1.1%

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	AIEO	iShares U.S. Oil & Gas Exploration & Production ETFRead Desk		0.37%	1.68%	−3.0%	+47.6%	+49.0%	+13.1%	+18.3%	−16.3%	$820M
2	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%	$818.5B

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	AIEO	iShares U.S. Oil & Gas Exploration & Production ETFRead Desk		0.37%	1.68%	−3.0%	+47.6%	+49.0%	+13.1%	+18.3%	−16.3%	$820M
2	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%	$818.5B

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

IEO vs SPY

IEO

iShares U.S. Oil & Gas Exploration & Production

$23,181

SPY

SPDR S&P 500

$17,099

MeasureIEOSPY

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield1.68%1.03%

5 years, per year+18.3%+11.3%

3 years, per year+13.1%+22.0%

Worst drop · 1Y−16.3%−8.9%

Volatility · 1Y28.3%13.6%

4–2measures won
SPY first

1.1%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IEO, SPY

Today

1.1%most shared, IEO and SPY

IEOSPY

IEO—1.1%

SPY1.1%—

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

Income After Fees on $10,000

$131most kept, IEO

IEO$168 − $37 = $131

SPY$103 − $9 = $94

KeptFee

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