IXN vs SPY

AIXN

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$22,940IXN · SPY $18,060

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common37.0%IXN and SPY

IXN

SPY

iShares Global Tech ETF · $8.8BState Street SPDR S&P 500 ETF · $805B

+33.0%3 years · per year$23,518 · $19,132+24.1%

+18.1%5 years · per year$22,940 · $18,060+12.6%

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

0.83%12-mo yield$83 · $99 on $10k0.99%

−16.1%Worst dropSmaller wins−8.9%

29.2%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXN · SPY

13.5%NVDA7.7%

13.0%AAPL7.4%

10.4%MSFT5.9%

4.3%AVGO2.4%

Held in common37.0%

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	AIXN	iShares Global Tech ETFRead Desk		0.37%	0.83%	−0.4%	+26.4%	+20.3%	+33.0%	+18.1%	−16.1%	$8.8B
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	AIXN	iShares Global Tech ETFRead Desk		0.37%	0.83%	−0.4%	+26.4%	+20.3%	+33.0%	+18.1%	−16.1%	$8.8B
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

IXN vs SPY

IXN

iShares Global Tech

$22,941

SPY

SPDR S&P 500

$18,060

MeasureIXNSPY

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield0.83%0.99%

5 years, per year+18.1%+12.6%

3 years, per year+33.0%+24.1%

Worst drop · 1Y−16.1%−8.9%

Volatility · 1Y29.2%12.9%

4–2measures won
SPY first

37.0%

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: IXN, SPY

Today

37.0%most shared, IXN and SPY

IXNSPY

IXN—37.0%

SPY37.0%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

IXN$83 − $37 = $46

KeptFee

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