INEQ vs SPY

AINEQ

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,175INEQ · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income10.26%INEQ · $1,026 on $10k

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

Held in common0.0%INEQ and SPY

INEQ

SPY

Columbia International Equity Income ETF · $94MState Street SPDR S&P 500 ETF · $778B

+21.0%3 years · per year$17,731 · $18,039+21.7%

+12.7%5 years · per year$18,176 · $17,118+11.3%

0.45%Expense ratio$45 · $9 on $10k · lower wins0.09%

10.26%12-mo yield$1,026 · $103 on $10k1.03%

−9.5%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsINEQ · SPY

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

Held in common0.0%

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	AINEQ	Columbia International Equity Income ETFRead Desk		0.45%	10.26%	−1.3%	+7.7%	+14.7%	+21.0%	+12.7%	−9.5%	$94M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

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	AINEQ	Columbia International Equity Income ETFRead Desk		0.45%	10.26%	−1.3%	+7.7%	+14.7%	+21.0%	+12.7%	−9.5%	$94M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

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

INEQ vs SPY

INEQ

Columbia International Equity Income

$18,176

SPY

SPDR S&P 500

$17,118

MeasureINEQSPY

Fee0.45%0.09%

Cost on $10k a year$45$9

Yield10.26%1.03%

5 years, per year+12.7%+11.3%

3 years, per year+21.0%+21.7%

Worst drop · 1Y−9.5%−8.9%

Volatility · 1Y14.7%13.6%

4–2measures won
SPY first

0.0%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: INEQ, SPY

Today

0.0%most shared, INEQ and SPY

INEQSPY

INEQ—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$981most kept, INEQ

INEQ$1,026 − $45 = $981

SPY$103 − $9 = $94

KeptFee

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