IFRA vs SPYM

AIFRA

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IFRA $17,009

Lowest cost0.02%SPYM · $2 on $10k

Most income1.82%IFRA · $182 on $10k

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

Held in common4.1%IFRA and SPYM

IFRA

SPYM

iShares U.S. Infrastructure ETF · $3.9BState Street SPDR Portfolio S&P 500 ETF · $182B

+18.5%3 years · per year$16,660 · $18,082+21.8%

+11.2%5 years · per year$17,009 · $17,192+11.4%

0.30%Expense ratio$30 · $2 on $10k · lower wins0.02%

1.82%12-mo yield$182 · $105 on $10k1.05%

−13.7%Worst dropSmaller wins−8.9%

15.5%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIFRA · SPYM

2.9%CAT0.4%

4.5%NEE0.3%

4.3%UNP0.3%

3.2%SO0.2%

Held in common4.1%

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	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
2	AIFRA	iShares U.S. Infrastructure ETFRead Desk		0.30%	1.82%	−0.1%	+7.6%	+8.5%	+18.5%	+11.2%	−13.7%	$3.9B

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	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
2	AIFRA	iShares U.S. Infrastructure ETFRead Desk		0.30%	1.82%	−0.1%	+7.6%	+8.5%	+18.5%	+11.2%	−13.7%	$3.9B

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

IFRA vs SPYM

IFRA

iShares U.S. Infrastructure

$17,009

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureIFRASPYM

Fee0.30%0.02%

Cost on $10k a year$30$2

Yield1.82%1.05%

5 years, per year+11.2%+11.4%

3 years, per year+18.5%+21.8%

Worst drop · 1Y−13.7%−8.9%

Volatility · 1Y15.5%13.6%

5–1measures won
SPYM first

4.1%

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: IFRA, SPYM

Today

4.1%most shared, IFRA and SPYM

IFRASPYM

IFRA—4.1%

SPYM4.1%—

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

Income After Fees on $10,000

$152most kept, IFRA

IFRA$182 − $30 = $152

SPYM$105 − $2 = $103

KeptFee

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