IXC vs SPYM

AIXC

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$24,504IXC · SPYM $18,126

Lowest cost0.02%SPYM · $2 on $10k

Most income2.68%IXC · $268 on $10k

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

Held in common3.7%IXC and SPYM

IXC

SPYM

iShares Global Energy ETF · $3.2BState Street SPDR Portfolio S&P 500 ETF · $182B

+18.3%3 years · per year$16,552 · $19,186+24.3%

+19.6%5 years · per year$24,504 · $18,126+12.6%

0.37%Expense ratio$37 · $2 on $10k · lower wins0.02%

2.68%12-mo yield$268 · $101 on $10k1.01%

−15.4%Worst dropSmaller wins−8.9%

21.7%VolatilityLower wins12.8%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXC · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B

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 SPYM

IXC

iShares Global Energy

$24,504

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureIXCSPYM

Fee0.37%0.02%

Cost on $10k a year$37$2

Yield2.68%1.01%

5 years, per year+19.6%+12.6%

3 years, per year+18.3%+24.3%

Worst drop · 1Y−15.4%−8.9%

Volatility · 1Y21.7%12.8%

4–2measures won
SPYM 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, SPYM

Today

3.7%most shared, IXC and SPYM

IXCSPYM

IXC—3.7%

SPYM3.7%—

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

SPYM$101 − $2 = $99

KeptFee

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