IXP vs SPYM

AIXP

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IXP $14,032

Lowest cost0.02%SPYM · $2 on $10k

Most income3.59%IXP · $359 on $10k

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

Held in common8.8%IXP and SPYM

IXP

SPYM

iShares Global Comm Services ETF · $443MState Street SPDR Portfolio S&P 500 ETF · $178B

+19.4%3 years · per year$17,002 · $18,082+21.8%

+7.0%5 years · per year$14,032 · $17,192+11.4%

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

3.59%12-mo yield$359 · $105 on $10k1.05%

−15.2%Worst dropSmaller wins−8.9%

16.7%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXP · SPYM

11.4%GOOGL2.6%

9.2%GOOG2.1%

18.9%META2.1%

3.9%NFLX0.4%

Held in common8.8%

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	AIXP	iShares Global Comm Services ETFRead Desk		0.37%	3.59%	−0.1%	−9.1%	−6.9%	+19.4%	+7.0%	−15.2%	$443M

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	AIXP	iShares Global Comm Services ETFRead Desk		0.37%	3.59%	−0.1%	−9.1%	−6.9%	+19.4%	+7.0%	−15.2%	$443M

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

IXP vs SPYM

IXP

iShares Global Comm Services

$14,032

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureIXPSPYM

Fee0.37%0.02%

Cost on $10k a year$37$2

Yield3.59%1.05%

5 years, per year+7.0%+11.4%

3 years, per year+19.4%+21.8%

Worst drop · 1Y−15.2%−8.9%

Volatility · 1Y16.7%13.6%

5–1measures won
SPYM first

8.8%

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%

$178BAssets$778B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IXP, SPYM

Today

8.8%most shared, IXP and SPYM

IXPSPYM

IXP—8.8%

SPYM8.8%—

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

Income After Fees on $10,000

$322most kept, IXP

IXP$359 − $37 = $322

SPYM$105 − $2 = $103

KeptFee

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