IGE vs SPY

AIGE

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$21,943IGE · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income1.96%IGE · $196 on $10k

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

Held in common4.3%IGE and SPY

IGE

SPY

iShares North American Natural Resources ETF · $777MState Street SPDR S&P 500 ETF · $819B

+18.3%3 years · per year$16,537 · $18,039+21.7%

+17.0%5 years · per year$21,943 · $17,118+11.3%

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

1.96%12-mo yield$196 · $103 on $10k1.03%

−11.5%Worst dropSmaller wins−8.9%

17.5%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGE · SPY

10.9%XOM1.1%

10.7%CVX0.7%

4.2%COP0.3%

3.3%NEM0.2%

Held in common4.3%

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	AIGE	iShares North American Natural Resources ETFRead Desk		0.37%	1.96%	+0.2%	+24.3%	+33.1%	+18.3%	+17.0%	−11.5%	$777M
2	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

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	AIGE	iShares North American Natural Resources ETFRead Desk		0.37%	1.96%	+0.2%	+24.3%	+33.1%	+18.3%	+17.0%	−11.5%	$777M
2	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

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

IGE vs SPY

IGE

iShares North American Natural Resources

$21,943

SPY

SPDR S&P 500

$17,118

MeasureIGESPY

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield1.96%1.03%

5 years, per year+17.0%+11.3%

3 years, per year+18.3%+21.7%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y17.5%13.6%

4–2measures won
SPY first

4.3%

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: IGE, SPY

Today

4.3%most shared, IGE and SPY

IGESPY

IGE—4.3%

SPY4.3%—

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

Income After Fees on $10,000

$159most kept, IGE

IGE$196 − $37 = $159

SPY$103 − $9 = $94

KeptFee

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