IYLD vs SPY

AIYLD

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,118SPY · IYLD $11,608

Lowest cost0.09%SPY · $9 on $10k

Most income4.83%IYLD · $483 on $10k

Smallest drop−4.7%IYLD · worst fall in 1Y

Held in common2.4%IYLD and SPY

IYLD

SPY

iShares Morningstar Multi-Asset Income ETF · $129MState Street SPDR S&P 500 ETF · $778B

+10.3%3 years · per year$13,437 · $18,039+21.7%

+3.0%5 years · per year$11,608 · $17,118+11.3%

0.50%Expense ratio$50 · $9 on $10k · lower wins0.09%

4.83%12-mo yield$483 · $103 on $10k1.03%

−4.7%Worst dropSmaller wins−8.9%

6.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIYLD · SPY

0.4%WELL0.3%

0.2%NEE0.3%

0.4%BA0.2%

0.3%PLD0.2%

Held in common2.4%

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%	$777.7B
2	AIYLD	iShares Morningstar Multi-Asset Income ETFRead Desk		0.50%	4.83%	−0.2%	+4.4%	+6.4%	+10.3%	+3.0%	−4.7%	$129M

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%	$777.7B
2	AIYLD	iShares Morningstar Multi-Asset Income ETFRead Desk		0.50%	4.83%	−0.2%	+4.4%	+6.4%	+10.3%	+3.0%	−4.7%	$129M

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

IYLD vs SPY

IYLD

iShares Morningstar Multi-Asset Income

$11,608

SPY

SPDR S&P 500

$17,118

MeasureIYLDSPY

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield4.83%1.03%

5 years, per year+3.0%+11.3%

3 years, per year+10.3%+21.7%

Worst drop · 1Y−4.7%−8.9%

Volatility · 1Y6.0%13.6%

3–3measures won
level

2.4%

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: IYLD, SPY

Today

2.4%most shared, IYLD and SPY

IYLDSPY

IYLD—2.4%

SPY2.4%—

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

Income After Fees on $10,000

$433most kept, IYLD

IYLD$483 − $50 = $433

SPY$103 − $9 = $94

KeptFee

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