IQSM vs SPYM

AIQSM

BSPYM

Measures won0–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%IQSM · $103 on $10k

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

Held in common1.0%IQSM and SPYM

IQSM

SPYM

NYLI Candriam U.S. Mid Cap Equity ETF · $425MState Street SPDR Portfolio S&P 500 ETF · $179B

+17.3%3 years · per year$16,120 · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.15%Expense ratio$15 · $2 on $10k · lower wins0.02%

1.03%12-mo yield$103 · $103 on $10k1.03%

−8.9%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.7%

0–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIQSM · SPYM

0.9%VTRS0.0%

0.9%PTC0.0%

0.8%BBY0.0%

0.5%SWKS0.0%

Held in common1.0%

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

Both

5Y2 funds

#			Trend
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	AIQSM	NYLI Candriam U.S. Mid Cap Equity ETFRead Desk		0.15%	1.03%	+2.9%	+15.8%	+20.2%	+17.3%	new	−8.9%	$425M

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AIQSM	NYLI Candriam U.S. Mid Cap Equity ETFRead Desk		0.15%	1.03%	+2.9%	+15.8%	+20.2%	+17.3%	new	−8.9%	$425M

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

IQSM vs SPYM

IQSM

NYLI Candriam U.S. Mid Cap Equity

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureIQSMSPYM

Fee0.15%0.02%

Cost on $10k a year$15$2

Yield1.03%1.03%

5 years, per year[…]+11.9%

3 years, per year+17.3%+22.0%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y15.3%13.7%

3–0measures won
SPYM first

1.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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: IQSM, SPYM

Today

1.0%most shared, IQSM and SPYM

IQSMSPYM

IQSM—1.0%

SPYM1.0%—

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

IQSM$103 − $15 = $88

KeptFee

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