IGF vs SPY

AIGF

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · IGF $15,807

Lowest cost0.09%SPY · $9 on $10k

Most income2.95%IGF · $295 on $10k

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

Held in common1.8%IGF and SPY

IGF

SPY

iShares Global Infrastructure ETF · $10.9BState Street SPDR S&P 500 ETF · $805B

+19.7%3 years · per year$17,157 · $18,174+22.0%

+9.6%5 years · per year$15,807 · $17,099+11.3%

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

2.95%12-mo yield$295 · $103 on $10k1.03%

−10.4%Worst dropSmaller wins−8.9%

11.3%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGF · SPY

5.0%NEE0.3%

2.9%SO0.2%

2.8%DUK0.2%

2.7%WMB0.1%

Held in common1.8%

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	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%	$804.8B
2	AIGF	iShares Global Infrastructure ETFRead Desk		0.37%	2.95%	−1.2%	+8.2%	+10.7%	+19.7%	+9.6%	−10.4%	$10.9B

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	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%	$804.8B
2	AIGF	iShares Global Infrastructure ETFRead Desk		0.37%	2.95%	−1.2%	+8.2%	+10.7%	+19.7%	+9.6%	−10.4%	$10.9B

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

IGF vs SPY

IGF

iShares Global Infrastructure

$15,807

SPY

SPDR S&P 500

$17,099

MeasureIGFSPY

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield2.95%1.03%

5 years, per year+9.6%+11.3%

3 years, per year+19.7%+22.0%

Worst drop · 1Y−10.4%−8.9%

Volatility · 1Y11.3%13.6%

4–2measures won
SPY first

1.8%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IGF, SPY

Today

1.8%most shared, IGF and SPY

IGFSPY

IGF—1.8%

SPY1.8%—

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

Income After Fees on $10,000

$258most kept, IGF

IGF$295 − $37 = $258

SPY$103 − $9 = $94

KeptFee

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