IOO vs SPY

AIOO

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$19,560IOO · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common50.2%IOO and SPY

IOO

SPY

iShares Global 100 ETF · $8.9BState Street SPDR S&P 500 ETF · $819B

+25.5%3 years · per year$19,781 · $18,174+22.0%

+14.4%5 years · per year$19,560 · $17,099+11.3%

0.40%Expense ratio$40 · $9 on $10k · lower wins0.09%

0.84%12-mo yield$85 · $103 on $10k1.03%

−9.9%Worst dropSmaller wins−8.9%

15.2%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIOO · SPY

12.4%AAPL7.7%

11.7%NVDA7.3%

10.0%MSFT6.2%

6.3%AMZN3.9%

Held in common50.2%

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	AIOO	iShares Global 100 ETFRead Desk		0.40%	0.84%	−3.8%	+9.7%	+11.6%	+25.5%	+14.4%	−9.9%	$8.9B
2	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%	$818.5B

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	AIOO	iShares Global 100 ETFRead Desk		0.40%	0.84%	−3.8%	+9.7%	+11.6%	+25.5%	+14.4%	−9.9%	$8.9B
2	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%	$818.5B

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

IOO vs SPY

IOO

iShares Global 100

$19,560

SPY

SPDR S&P 500

$17,099

MeasureIOOSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield0.84%1.03%

5 years, per year+14.4%+11.3%

3 years, per year+25.5%+22.0%

Worst drop · 1Y−9.9%−8.9%

Volatility · 1Y15.2%13.6%

4–2measures won
SPY first

50.2%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IOO, SPY

Today

50.2%most shared, IOO and SPY

IOOSPY

IOO—50.2%

SPY50.2%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

IOO$85 − $40 = $45

KeptFee

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