IXC vs SPY

AIXC

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$24,504IXC · SPY $18,060

Lowest cost0.09%SPY · $9 on $10k

Most income2.68%IXC · $268 on $10k

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

Held in common3.7%IXC and SPY

IXC

SPY

iShares Global Energy ETF · $3.2BState Street SPDR S&P 500 ETF · $805B

+18.3%3 years · per year$16,552 · $19,132+24.1%

+19.6%5 years · per year$24,504 · $18,060+12.6%

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

2.68%12-mo yield$268 · $99 on $10k0.99%

−15.4%Worst dropSmaller wins−8.9%

21.7%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXC · SPY

18.4%XOM1.1%

11.2%CVX0.7%

4.4%COP0.3%

3.0%MPC0.2%

Held in common3.7%

End-of-day Nov 4, 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	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IXC vs SPY

IXC

iShares Global Energy

$24,504

SPY

SPDR S&P 500

$18,060

MeasureIXCSPY

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield2.68%0.99%

5 years, per year+19.6%+12.6%

3 years, per year+18.3%+24.1%

Worst drop · 1Y−15.4%−8.9%

Volatility · 1Y21.7%12.9%

4–2measures won
SPY first

3.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IXC, SPY

Today

3.7%most shared, IXC and SPY

IXCSPY

IXC—3.7%

SPY3.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$231most kept, IXC

IXC$268 − $37 = $231

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee