IYF vs SPY

AIYF

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · IYF $16,016

Lowest cost0.09%SPY · $9 on $10k

Most income1.47%IYF · $147 on $10k

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

Held in common10.0%IYF and SPY

IYF

SPY

iShares U.S. Financials ETF · $3.8BState Street SPDR S&P 500 ETF · $819B

+23.6%3 years · per year$18,869 · $18,039+21.7%

+9.9%5 years · per year$16,016 · $17,118+11.3%

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

1.47%12-mo yield$147 · $103 on $10k1.03%

−13.9%Worst dropSmaller wins−8.9%

15.1%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYF · SPY

12.9%BRK-B1.7%

10.9%JPM1.4%

3.6%BAC0.5%

3.7%WFC0.4%

Held in common10.0%

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	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
2	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.6%	+3.5%	+8.8%	+23.6%	+9.9%	−13.9%	$3.8B

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	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
2	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.6%	+3.5%	+8.8%	+23.6%	+9.9%	−13.9%	$3.8B

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

IYF vs SPY

IYF

iShares U.S. Financials

$16,016

SPY

SPDR S&P 500

$17,118

MeasureIYFSPY

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield1.47%1.03%

5 years, per year+9.9%+11.3%

3 years, per year+23.6%+21.7%

Worst drop · 1Y−13.9%−8.9%

Volatility · 1Y15.1%13.6%

4–2measures won
SPY first

10.0%

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IYF, SPY

Today

10.0%most shared, IYF and SPY

IYFSPY

IYF—10.0%

SPY10.0%—

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

Income After Fees on $10,000

$110most kept, IYF

IYF$147 − $37 = $110

SPY$103 − $9 = $94

KeptFee

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