INDY vs SPYM

AINDY

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · SPY $17,493

Lowest cost0.02%SPYM · $2 on $10k

Most income8.90%INDY · $890 on $10k

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

Held in common0.0%INDY and SPYM

INDY

SPYM

iShares India 50 ETF · $597MState Street SPDR Portfolio S&P 500 ETF · $179B

+4.1%3 years · per year$11,275 · $18,161+22.0%

+1.2%5 years · per year$10,636 · $17,553+11.9%

0.65%Expense ratio$65 · $2 on $10k · lower wins0.02%

8.90%12-mo yield$890 · $103 on $10k1.03%

−19.1%Worst dropSmaller wins−8.9%

15.8%VolatilityLower wins13.7%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsINDY · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AINDY	iShares India 50 ETFRead Desk	0.65%	8.90%	+0.7%	−6.5%	−5.0%	+4.1%	+1.2%	−19.1%	$597M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AINDY	iShares India 50 ETFRead Desk	0.65%	8.90%	+0.7%	−6.5%	−5.0%	+4.1%	+1.2%	−19.1%	$597M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

INDY vs SPYM

INDY

iShares India 50

$10,636

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureINDYSPYM

Fee0.65%0.02%

Cost on $10k a year$65$2

Yield8.90%1.03%

5 years, per year+1.2%+11.9%

3 years, per year+4.1%+22.0%

Worst drop · 1Y−19.1%−8.9%

Volatility · 1Y15.8%13.7%

5–1measures won
SPYM first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: INDY, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

INDYSPYMSPY

INDY—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$825most kept, INDY

INDY$890 − $65 = $825

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee