IXG vs SPYM

AIXG

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,755IXG · SPYM $18,126

Lowest cost0.02%SPYM · $2 on $10k

Most income2.10%IXG · $210 on $10k

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

Held in common12.3%IXG and SPYM

IXG

SPYM

iShares Global Financials ETF · $727MState Street SPDR Portfolio S&P 500 ETF · $182B

+28.8%3 years · per year$21,391 · $19,186+24.3%

+13.4%5 years · per year$18,755 · $18,126+12.6%

0.38%Expense ratio$38 · $2 on $10k · lower wins0.02%

2.10%12-mo yield$210 · $101 on $10k1.01%

−11.3%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIXG · SPYM

6.7%BRK-B1.6%

5.8%JPM1.4%

4.6%V1.1%

3.4%MA0.8%

Held in common12.3%

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	AIXG	iShares Global Financials ETFRead Desk		0.38%	2.10%	+3.8%	+13.3%	+21.0%	+28.8%	+13.4%	−11.3%	$727M
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	AIXG	iShares Global Financials ETFRead Desk		0.38%	2.10%	+3.8%	+13.3%	+21.0%	+28.8%	+13.4%	−11.3%	$727M
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

IXG vs SPYM

IXG

iShares Global Financials

$18,755

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureIXGSPYM

Fee0.38%0.02%

Cost on $10k a year$38$2

Yield2.10%1.01%

5 years, per year+13.4%+12.6%

3 years, per year+28.8%+24.3%

Worst drop · 1Y−11.3%−8.9%

Volatility · 1Y14.8%12.8%

3–3measures won
level

12.3%

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: IXG, SPYM

Today

12.3%most shared, IXG and SPYM

IXGSPYM

IXG—12.3%

SPYM12.3%—

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

Income After Fees on $10,000

$172most kept, IXG

IXG$210 − $38 = $172

SPYM$101 − $2 = $99

KeptFee

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