IUS vs SPYM

AIUS

BSPYM

Measures won5–1IUS wins · of 6 · 5Y

$10,000 · 5Y$19,622IUS · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income1.23%IUS · $123 on $10k

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

Held in common59.4%IUS and SPYM

IUS

SPYM

Invesco RAFI Strategic US ETF · $1.0BState Street SPDR Portfolio S&P 500 ETF · $185B

+24.5%3 years · per year$19,277 · $19,092+24.1%

+14.4%5 years · per year$19,622 · $17,749+12.2%

0.19%Expense ratio$19 · $2 on $10k · lower wins0.02%

1.23%12-mo yield$123 · $103 on $10k1.03%

−6.1%Worst dropSmaller wins−8.9%

10.2%VolatilityLower wins12.7%

5–1IUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIUS · SPYM

4.2%AAPL7.7%

4.0%MSFT5.9%

2.5%AMZN3.6%

2.8%GOOGL2.5%

Held in common59.4%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIUS	Invesco RAFI Strategic US ETFRead Desk	0.19%	1.23%	−0.2%	+23.9%	+26.6%	+24.5%	+14.4%	−6.1%	$1.0B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIUS	Invesco RAFI Strategic US ETFRead Desk	0.19%	1.23%	−0.2%	+23.9%	+26.6%	+24.5%	+14.4%	−6.1%	$1.0B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IUS vs SPYM

IUS

Invesco RAFI Strategic US

$19,622

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureIUSSPYM

Fee0.19%0.02%

Cost on $10k a year$19$2

Yield1.23%1.03%

5 years, per year+14.4%+12.2%

3 years, per year+24.5%+24.1%

Worst drop · 1Y−6.1%−8.9%

Volatility · 1Y10.2%12.7%

5–1measures won
IUS first

59.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: IUS, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

IUSSPYMSPY

IUS—59.4%59.5%

SPYM59.4%—99.9%

SPY59.5%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, IUS

IUS$123 − $19 = $104

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee