IGM vs SPYM

AIGM

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$21,573IGM · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common45.5%IGM and SPYM

IGM

SPYM

iShares Expanded Tech Sector ETF · $10.3BState Street SPDR Portfolio S&P 500 ETF · $185B

+35.3%3 years · per year$24,754 · $19,092+24.1%

+16.6%5 years · per year$21,573 · $17,749+12.2%

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

0.15%12-mo yield$15 · $103 on $10k1.03%

−15.5%Worst dropSmaller wins−8.9%

25.9%VolatilityLower wins12.7%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGM · SPYM

8.3%NVDA7.8%

9.9%AAPL7.7%

9.6%MSFT5.9%

4.2%GOOGL2.5%

Held in common45.5%

End-of-day Nov 3, 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	AIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+1.4%	+16.6%	+12.6%	+35.3%	+16.6%	−15.5%	$10.3B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+1.4%	+16.6%	+12.6%	+35.3%	+16.6%	−15.5%	$10.3B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IGM vs SPYM

IGM

iShares Expanded Tech Sector

$21,573

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureIGMSPYM

Fee0.37%0.02%

Cost on $10k a year$37$2

Yield0.15%1.03%

5 years, per year+16.6%+12.2%

3 years, per year+35.3%+24.1%

Worst drop · 1Y−15.5%−8.9%

Volatility · 1Y25.9%12.7%

4–2measures won
SPYM first

45.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: IGM, SPYM

Today

45.5%most shared, IGM and SPYM

IGMSPYM

IGM—45.5%

SPYM45.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

IGM$15 − $37 = −$22

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee