IEO vs SPYM

AIEO

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$23,417IEO · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income1.69%IEO · $169 on $10k

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

Held in common1.1%IEO and SPYM

IEO

SPYM

iShares U.S. Oil & Gas Exploration & Production ETF · $820MState Street SPDR Portfolio S&P 500 ETF · $182B

+13.1%3 years · per year$14,464 · $18,082+21.8%

+18.6%5 years · per year$23,417 · $17,192+11.4%

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

1.69%12-mo yield$169 · $105 on $10k1.05%

−16.3%Worst dropSmaller wins−8.9%

28.3%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIEO · SPYM

18.7%COP0.3%

12.2%MPC0.2%

11.6%VLO0.2%

4.6%PSX0.2%

Held in common1.1%

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	AIEO	iShares U.S. Oil & Gas Exploration & Production ETFRead Desk		0.37%	1.69%	−0.3%	+47.2%	+49.1%	+13.1%	+18.6%	−16.3%	$820M
2	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

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	AIEO	iShares U.S. Oil & Gas Exploration & Production ETFRead Desk		0.37%	1.69%	−0.3%	+47.2%	+49.1%	+13.1%	+18.6%	−16.3%	$820M
2	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

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

IEO vs SPYM

IEO

iShares U.S. Oil & Gas Exploration & Production

$23,417

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureIEOSPYM

Fee0.37%0.02%

Cost on $10k a year$37$2

Yield1.69%1.05%

5 years, per year+18.6%+11.4%

3 years, per year+13.1%+21.8%

Worst drop · 1Y−16.3%−8.9%

Volatility · 1Y28.3%13.6%

4–2measures won
SPYM first

1.1%

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: IEO, SPYM

Today

1.1%most shared, IEO and SPYM

IEOSPYM

IEO—1.1%

SPYM1.1%—

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

Income After Fees on $10,000

$132most kept, IEO

IEO$169 − $37 = $132

SPYM$105 − $2 = $103

KeptFee

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