IFGL vs SPY

AIFGL

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · IFGL $8,710

Lowest cost0.09%SPY · $9 on $10k

Most income4.40%IFGL · $440 on $10k

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

Held in common0.0%IFGL and SPY

IFGL

SPY

iShares International Developed Real Estate ETF · $82MState Street SPDR S&P 500 ETF · $805B

+10.5%3 years · per year$13,491 · $19,132+24.1%

−2.7%5 years · per year$8,710 · $18,060+12.6%

0.50%Expense ratio$50 · $9 on $10k · lower wins0.09%

4.40%12-mo yield$440 · $99 on $10k0.99%

−18.1%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIFGL · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AIFGL	iShares International Developed Real Estate ETFRead Desk		0.50%	4.40%	+2.7%	−3.4%	−0.2%	+10.5%	−2.7%	−18.1%	$82M

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	AIFGL	iShares International Developed Real Estate ETFRead Desk		0.50%	4.40%	+2.7%	−3.4%	−0.2%	+10.5%	−2.7%	−18.1%	$82M

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

IFGL vs SPY

IFGL

iShares International Developed Real Estate

$8,710

SPY

SPDR S&P 500

$18,060

MeasureIFGLSPY

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield4.40%0.99%

5 years, per year−2.7%+12.6%

3 years, per year+10.5%+24.1%

Worst drop · 1Y−18.1%−8.9%

Volatility · 1Y14.2%12.9%

5–1measures won
SPY first

0.0%

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: IFGL, SPY

Today

0.0%most shared, IFGL and SPY

IFGLSPY

IFGL—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$390most kept, IFGL

IFGL$440 − $50 = $390

SPY$99 − $9 = $90

KeptFee

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