LQDI vs SPY

ALQDI

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · LQDI $10,101

Lowest cost0.09%SPY · $9 on $10k

Most income4.89%LQDI · $489 on $10k

Smallest drop−5.4%LQDI · worst fall in 1Y

Held in common[…]LQDI and SPY

LQDI

SPY

iShares Inflation Hedged Corporate Bond ETF · $62MState Street SPDR S&P 500 ETF · $805B

+6.2%3 years · per year$11,962 · $18,174+22.0%

+0.2%5 years · per year$10,101 · $17,099+11.3%

0.33%Expense ratio$33 · $9 on $10k · lower wins0.09%

4.89%12-mo yield$489 · $103 on $10k1.03%

−5.4%Worst dropSmaller wins−8.9%

5.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsLQDI · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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%	$804.8B
2	ALQDI	iShares Inflation Hedged Corporate Bond ETFRead Desk		0.33%	4.89%	−0.4%	−1.3%	−1.4%	+6.2%	+0.2%	−5.4%	$62M

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%	$804.8B
2	ALQDI	iShares Inflation Hedged Corporate Bond ETFRead Desk		0.33%	4.89%	−0.4%	−1.3%	−1.4%	+6.2%	+0.2%	−5.4%	$62M

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

LQDI vs SPY

LQDI

iShares Inflation Hedged Corporate Bond

$10,100

SPY

SPDR S&P 500

$17,099

MeasureLQDISPY

Fee0.33%0.09%

Cost on $10k a year$33$9

Yield4.89%1.03%

5 years, per year+0.2%+11.3%

3 years, per year+6.2%+22.0%

Worst drop · 1Y−5.4%−8.9%

Volatility · 1Y5.2%13.6%

3–3measures won
level

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: LQDI, SPY

Today

[…]holdings […]

LQDISPY

LQDI—[…]

SPY[…]—

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

Income After Fees on $10,000

$456most kept, LQDI

LQDI$489 − $33 = $456

SPY$103 − $9 = $94

KeptFee

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