INCM vs SPYM

AINCM

BSPYM

Measures won3–2INCM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income5.30%INCM · $530 on $10k

Smallest drop−3.3%INCM · worst fall in 1Y

Held in common10.1%INCM and SPYM

INCM

SPYM

Franklin Income Focus ETF · $2.0BState Street SPDR Portfolio S&P 500 ETF · $182B

+12.9%3 years · per year$14,382 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.38%Expense ratio$38 · $2 on $10k · lower wins0.02%

5.30%12-mo yield$530 · $105 on $10k1.05%

−3.3%Worst dropSmaller wins−8.9%

6.0%VolatilityLower wins13.6%

3–2INCM wins

$10,000 · 5 yearsOne scale

Shared top holdingsINCM · SPYM

1.5%XOM1.1%

1.4%CVX0.7%

2.2%PG0.6%

1.6%HD0.6%

Held in common10.1%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AINCM	Franklin Income Focus ETFRead Desk		0.38%	5.30%	−0.5%	+7.6%	+10.8%	+12.9%	new	−3.3%	$2.0B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AINCM	Franklin Income Focus ETFRead Desk		0.38%	5.30%	−0.5%	+7.6%	+10.8%	+12.9%	new	−3.3%	$2.0B

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

INCM vs SPYM

INCM

Franklin Income Focus

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureINCMSPYM

Fee0.38%0.02%

Cost on $10k a year$38$2

Yield5.30%1.05%

5 years, per year[…]+11.4%

3 years, per year+12.9%+21.8%

Worst drop · 1Y−3.3%−8.9%

Volatility · 1Y6.0%13.6%

3–2measures won
INCM first

10.1%

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: INCM, SPYM

Today

10.1%most shared, INCM and SPYM

INCMSPYM

INCM—10.1%

SPYM10.1%—

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

Income After Fees on $10,000

$492most kept, INCM

INCM$530 − $38 = $492

SPYM$105 − $2 = $103

KeptFee

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