IYY vs SPY

AIYY

BSPY

Measures won0–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · IYY $16,435

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common93.1%IYY and SPY

IYY

SPY

iShares Dow Jones U.S. ETF · $2.9BState Street SPDR S&P 500 ETF · $819B

+21.8%3 years · per year$18,070 · $18,174+22.0%

+10.4%5 years · per year$16,435 · $17,099+11.3%

0.20%Expense ratio$20 · $9 on $10k · lower wins0.09%

0.91%12-mo yield$91 · $103 on $10k1.03%

−8.9%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

0–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYY · SPY

7.2%AAPL7.7%

6.8%NVDA7.3%

5.8%MSFT6.2%

3.7%AMZN3.9%

Held in common93.1%

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AIYY	iShares Dow Jones U.S. ETFRead Desk		0.20%	0.91%	−4.3%	+8.2%	+9.5%	+21.8%	+10.4%	−8.9%	$2.9B

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AIYY	iShares Dow Jones U.S. ETFRead Desk		0.20%	0.91%	−4.3%	+8.2%	+9.5%	+21.8%	+10.4%	−8.9%	$2.9B

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

Cards for this view

IYY vs SPY

IYY

iShares Dow Jones U.S.

$16,435

SPY

SPDR S&P 500

$17,099

MeasureIYYSPY

Fee0.20%0.09%

Cost on $10k a year$20$9

Yield0.91%1.03%

5 years, per year+10.4%+11.3%

3 years, per year+21.8%+22.0%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.7%13.6%

5–0measures won
SPY first

93.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IYY, SPY

Today

93.1%most shared, IYY and SPY

IYYSPY

IYY—93.1%

SPY93.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

IYY$91 − $20 = $71

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee