IYLD vs SPYM

AIYLD

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IYLD $11,653

Lowest cost0.02%SPYM · $2 on $10k

Most income4.80%IYLD · $480 on $10k

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

Held in common2.4%IYLD and SPYM

IYLD

SPYM

iShares Morningstar Multi-Asset Income ETF · $129MState Street SPDR Portfolio S&P 500 ETF · $179B

+10.2%3 years · per year$13,376 · $18,161+22.0%

+3.1%5 years · per year$11,653 · $17,553+11.9%

0.50%Expense ratio$50 · $2 on $10k · lower wins0.02%

4.80%12-mo yield$480 · $103 on $10k1.03%

−4.7%Worst dropSmaller wins−8.9%

6.1%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIYLD · SPYM

0.4%WELL0.3%

0.2%NEE0.3%

0.4%BA0.2%

0.3%PLD0.2%

Held in common2.4%

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AIYLD	iShares Morningstar Multi-Asset Income ETFRead Desk		0.50%	4.80%	+0.6%	+5.0%	+6.9%	+10.2%	+3.1%	−4.7%	$129M

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AIYLD	iShares Morningstar Multi-Asset Income ETFRead Desk		0.50%	4.80%	+0.6%	+5.0%	+6.9%	+10.2%	+3.1%	−4.7%	$129M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IYLD vs SPYM

IYLD

iShares Morningstar Multi-Asset Income

$11,653

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureIYLDSPYM

Fee0.50%0.02%

Cost on $10k a year$50$2

Yield4.80%1.03%

5 years, per year+3.1%+11.9%

3 years, per year+10.2%+22.0%

Worst drop · 1Y−4.7%−8.9%

Volatility · 1Y6.1%13.7%

3–3measures won
level

2.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IYLD, SPYM

Today

2.4%most shared, IYLD and SPYM

IYLDSPYM

IYLD—2.4%

SPYM2.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$430most kept, IYLD

IYLD$480 − $50 = $430

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee