ITB vs SPY

AITB

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · ITB $14,363

Lowest cost0.09%SPY · $9 on $10k

Most income1.28%ITB · $128 on $10k

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

Held in common1.0%ITB and SPY

ITB

SPY

iShares U.S. Home Construction ETF · $2.4BState Street SPDR S&P 500 ETF · $805B

+11.6%3 years · per year$13,882 · $18,174+22.0%

+7.5%5 years · per year$14,363 · $17,099+11.3%

0.37%Expense ratio$37 · $9 on $10k · lower wins0.09%

1.28%12-mo yield$128 · $103 on $10k1.03%

−25.7%Worst dropSmaller wins−8.9%

31.2%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsITB · SPY

4.5%HD0.5%

4.5%LOW0.2%

4.4%SHW0.1%

17.8%DHI0.1%

Held in common1.0%

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	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%	$804.8B
2	AITB	iShares U.S. Home Construction ETFRead Desk		0.37%	1.28%	−1.7%	+3.6%	+1.1%	+11.6%	+7.5%	−25.7%	$2.4B

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	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%	$804.8B
2	AITB	iShares U.S. Home Construction ETFRead Desk		0.37%	1.28%	−1.7%	+3.6%	+1.1%	+11.6%	+7.5%	−25.7%	$2.4B

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

ITB vs SPY

ITB

iShares U.S. Home Construction

$14,363

SPY

SPDR S&P 500

$17,099

MeasureITBSPY

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield1.28%1.03%

5 years, per year+7.5%+11.3%

3 years, per year+11.6%+22.0%

Worst drop · 1Y−25.7%−8.9%

Volatility · 1Y31.2%13.6%

5–1measures won
SPY first

1.0%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ITB, SPY

Today

1.0%most shared, ITB and SPY

ITBSPY

ITB—1.0%

SPY1.0%—

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

ITB$128 − $37 = $91

KeptFee

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