ILIT vs SPY

AILIT

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income3.13%ILIT · $313 on $10k

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

Held in common0.0%ILIT and SPY

ILIT

SPY

iShares Lithium Miners and Producers ETF · $10MState Street SPDR S&P 500 ETF · $805B

−10.1%3 years · per year$7,261 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.47%Expense ratio$47 · $9 on $10k · lower wins0.09%

3.13%12-mo yield$313 · $103 on $10k1.03%

−58.2%Worst dropSmaller wins−8.9%

44.6%VolatilityLower wins13.6%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsILIT · SPY

9.0%ALB0.0%

Held in common0.0%

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	AILIT	iShares Lithium Miners and Producers ETFRead Desk		0.47%	3.13%	−0.8%	−34.3%	−17.4%	−10.1%	new	−58.2%	$10M

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	AILIT	iShares Lithium Miners and Producers ETFRead Desk		0.47%	3.13%	−0.8%	−34.3%	−17.4%	−10.1%	new	−58.2%	$10M

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

ILIT vs SPY

ILIT

iShares Lithium Miners and Producers

[…]

SPY

SPDR S&P 500

$17,099

MeasureILITSPY

Fee0.47%0.09%

Cost on $10k a year$47$9

Yield3.13%1.03%

5 years, per year[…]+11.3%

3 years, per year−10.1%+22.0%

Worst drop · 1Y−58.2%−8.9%

Volatility · 1Y44.6%13.6%

4–1measures won
SPY first

0.0%

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: ILIT, SPY

Today

0.0%most shared, ILIT and SPY

ILITSPY

ILIT—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$266most kept, ILIT

ILIT$313 − $47 = $266

SPY$103 − $9 = $94

KeptFee

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