IXG vs SPY

AIXG

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,027IXG · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income2.18%IXG · $218 on $10k

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

Held in common12.8%IXG and SPY

IXG

SPY

iShares Global Financials ETF · $709MState Street SPDR S&P 500 ETF · $819B

+26.7%3 years · per year$20,358 · $18,039+21.7%

+12.5%5 years · per year$18,027 · $17,118+11.3%

0.38%Expense ratio$38 · $9 on $10k · lower wins0.09%

2.18%12-mo yield$218 · $103 on $10k1.03%

−11.3%Worst dropSmaller wins−8.9%

15.1%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIXG · SPY

6.8%BRK-B1.7%

5.7%JPM1.4%

4.6%V1.1%

3.4%MA0.8%

Held in common12.8%

End-of-day Nov 6, 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	AIXG	iShares Global Financials ETFRead Desk	0.38%	2.18%	−1.0%	+9.2%	+15.9%	+26.7%	+12.5%	−11.3%	$709M
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIXG	iShares Global Financials ETFRead Desk	0.38%	2.18%	−1.0%	+9.2%	+15.9%	+26.7%	+12.5%	−11.3%	$709M
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IXG vs SPY

IXG

iShares Global Financials

$18,027

SPY

SPDR S&P 500

$17,118

MeasureIXGSPY

Fee0.38%0.09%

Cost on $10k a year$38$9

Yield2.18%1.03%

5 years, per year+12.5%+11.3%

3 years, per year+26.7%+21.7%

Worst drop · 1Y−11.3%−8.9%

Volatility · 1Y15.1%13.6%

3–3measures won
level

12.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IXG, SPY, IVV

Today

99.9%most shared, SPY and IVV

IXGSPYIVV

IXG—12.8%12.8%

SPY12.8%—99.9%

IVV12.8%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, IXG

IXG$218 − $38 = $180

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee