ILDR vs SPYM

AILDR

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · ILDR $14,710

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common31.2%ILDR and SPYM

ILDR

SPYM

First Trust Innovation Leaders ETF · $334MState Street SPDR Portfolio S&P 500 ETF · $182B

+26.4%3 years · per year$20,201 · $18,222+22.1%

+8.0%5 years · per year$14,710 · $17,164+11.4%

0.75%Expense ratio$75 · $2 on $10k · lower wins0.02%

0.00%12-mo yield$0 · $106 on $10k1.06%

−18.7%Worst dropSmaller wins−8.9%

26.7%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsILDR · SPYM

9.6%NVDA7.3%

6.6%AMZN3.9%

3.3%MSFT6.2%

4.4%GOOGL2.6%

Held in common31.2%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AILDR	First Trust Innovation Leaders ETFRead Desk		0.75%	0.00%	−7.1%	+0.5%	−1.0%	+26.4%	+8.0%	−18.7%	$334M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AILDR	First Trust Innovation Leaders ETFRead Desk		0.75%	0.00%	−7.1%	+0.5%	−1.0%	+26.4%	+8.0%	−18.7%	$334M

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

ILDR vs SPYM

ILDR

First Trust Innovation Leaders

$14,710

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureILDRSPYM

Fee0.75%0.02%

Cost on $10k a year$75$2

Yield0.00%1.06%

5 years, per year+8.0%+11.4%

3 years, per year+26.4%+22.1%

Worst drop · 1Y−18.7%−8.9%

Volatility · 1Y26.7%13.6%

5–1measures won
SPYM first

31.2%

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: ILDR, SPYM

Today

31.2%most shared, ILDR and SPYM

ILDRSPYM

ILDR—31.2%

SPYM31.2%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

ILDR$0 − $75 = −$75

KeptFee

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