IQM vs SPY

AIQM

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · IQM $15,110

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 common22.7%IQM and SPY

IQM

SPY

Franklin Intelligent Machines ETF · $64MState Street SPDR S&P 500 ETF · $819B

+24.6%3 years · per year$19,331 · $18,039+21.7%

+8.6%5 years · per year$15,110 · $17,118+11.3%

0.50%Expense ratio$50 · $9 on $10k · lower wins0.09%

0.00%12-mo yield$0 · $103 on $10k1.03%

−37.1%Worst dropSmaller wins−8.9%

41.8%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIQM · SPY

8.8%NVDA6.9%

5.6%AAPL7.9%

4.6%AVGO2.2%

3.6%TSLA1.5%

Held in common22.7%

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	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%	$818.5B
2	AIQM	Franklin Intelligent Machines ETFRead Desk		0.50%	0.00%	+3.7%	−6.1%	−11.1%	+24.6%	+8.6%	−37.1%	$64M

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	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%	$818.5B
2	AIQM	Franklin Intelligent Machines ETFRead Desk		0.50%	0.00%	+3.7%	−6.1%	−11.1%	+24.6%	+8.6%	−37.1%	$64M

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

IQM vs SPY

IQM

Franklin Intelligent Machines

$15,110

SPY

SPDR S&P 500

$17,118

MeasureIQMSPY

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield0.00%1.03%

5 years, per year+8.6%+11.3%

3 years, per year+24.6%+21.7%

Worst drop · 1Y−37.1%−8.9%

Volatility · 1Y41.8%13.6%

5–1measures won
SPY first

22.7%

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: IQM, SPY

Today

22.7%most shared, IQM and SPY

IQMSPY

IQM—22.7%

SPY22.7%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

IQM$0 − $50 = −$50

KeptFee

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