IYF vs SPYM

AIYF

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income1.47%IYF · $147 on $10k

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

Held in common9.5%IYF and SPYM

IYF

SPYM

iShares U.S. Financials ETF · $3.8BState Street SPDR Portfolio S&P 500 ETF · $185B

+25.0%3 years · per year$19,552 · $19,092+24.1%

+9.8%5 years · per year$15,929 · $17,749+12.2%

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

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

−13.9%Worst dropSmaller wins−8.9%

14.5%VolatilityLower wins12.7%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIYF · SPYM

12.4%BRK-B1.5%

11.0%JPM1.4%

3.7%BAC0.5%

3.6%GS0.4%

Held in common9.5%

End-of-day Nov 3, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AIYF	iShares U.S. Financials ETFRead Desk	0.37%	1.47%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AIYF	iShares U.S. Financials ETFRead Desk	0.37%	1.47%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B

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

Cards for this view

IYF vs SPYM

IYF

iShares U.S. Financials

$15,929

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureIYFSPYM

Fee0.37%0.02%

Cost on $10k a year$37$2

Yield1.47%1.03%

5 years, per year+9.8%+12.2%

3 years, per year+25.0%+24.1%

Worst drop · 1Y−13.9%−8.9%

Volatility · 1Y14.5%12.7%

4–2measures won
SPYM first

9.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: IYF, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

IYFSPYMSPY

IYF—9.5%9.5%

SPYM9.5%—99.9%

SPY9.5%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$110most kept, IYF

IYF$147 − $37 = $110

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee