IUS vs SPY

AIUS

BSPY

Measures won5–1IUS wins · of 6 · 5Y

$10,000 · 5Y$19,457IUS · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.24%IUS · $124 on $10k

Smallest drop−6.1%IUS · worst fall in 1Y

Held in common60.7%IUS and SPY

IUS

SPY

Invesco RAFI Strategic US ETF · $1.0BState Street SPDR S&P 500 ETF · $805B

+23.3%3 years · per year$18,759 · $18,174+22.0%

+14.2%5 years · per year$19,457 · $17,099+11.3%

0.19%Expense ratio$19 · $9 on $10k · lower wins0.09%

1.24%12-mo yield$124 · $103 on $10k1.03%

−6.1%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins13.6%

5–1IUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUS · SPY

4.3%AAPL7.7%

4.3%MSFT6.2%

2.7%AMZN3.9%

2.9%GOOGL2.6%

Held in common60.7%

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	AIUS	Invesco RAFI Strategic US ETFRead Desk		0.19%	1.24%	−2.8%	+22.9%	+26.9%	+23.3%	+14.2%	−6.1%	$1.0B
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%	$804.8B

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	AIUS	Invesco RAFI Strategic US ETFRead Desk		0.19%	1.24%	−2.8%	+22.9%	+26.9%	+23.3%	+14.2%	−6.1%	$1.0B
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%	$804.8B

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

IUS vs SPY

IUS

Invesco RAFI Strategic US

$19,457

SPY

SPDR S&P 500

$17,099

MeasureIUSSPY

Fee0.19%0.09%

Cost on $10k a year$19$9

Yield1.24%1.03%

5 years, per year+14.2%+11.3%

3 years, per year+23.3%+22.0%

Worst drop · 1Y−6.1%−8.9%

Volatility · 1Y10.8%13.6%

5–1measures won
IUS first

60.7%

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: IUS, SPY

Today

60.7%most shared, IUS and SPY

IUSSPY

IUS—60.7%

SPY60.7%—

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

Income After Fees on $10,000

$105most kept, IUS

IUS$124 − $19 = $105

SPY$103 − $9 = $94

KeptFee

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