NFRA vs SPY

ANFRA

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · NFRA $13,116

Lowest cost0.09%SPY · $9 on $10k

Most income5.74%NFRA · $574 on $10k

Smallest drop−7.3%NFRA · worst fall in 1Y

Held in common3.9%NFRA and SPY

NFRA

SPY

Northern Trust STOXX Global Broad Infrastructure ETF · $3.1BState Street SPDR S&P 500 ETF · $805B

+14.8%3 years · per year$15,144 · $18,174+22.0%

+5.6%5 years · per year$13,116 · $17,099+11.3%

0.48%Expense ratio$48 · $9 on $10k · lower wins0.09%

5.74%12-mo yield$574 · $103 on $10k1.03%

−7.3%Worst dropSmaller wins−8.9%

11.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsNFRA · SPY

2.6%VZ0.3%

2.5%NEE0.3%

2.5%UNP0.3%

2.0%T0.2%

Held in common3.9%

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	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk		0.48%	5.74%	−1.7%	+8.4%	+10.4%	+14.8%	+5.6%	−7.3%	$3.1B

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	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk		0.48%	5.74%	−1.7%	+8.4%	+10.4%	+14.8%	+5.6%	−7.3%	$3.1B

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

NFRA vs SPY

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,116

SPY

SPDR S&P 500

$17,099

MeasureNFRASPY

Fee0.48%0.09%

Cost on $10k a year$48$9

Yield5.74%1.03%

5 years, per year+5.6%+11.3%

3 years, per year+14.8%+22.0%

Worst drop · 1Y−7.3%−8.9%

Volatility · 1Y11.0%13.6%

3–3measures won
level

3.9%

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$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: NFRA, SPY

Today

3.9%most shared, NFRA and SPY

NFRASPY

NFRA—3.9%

SPY3.9%—

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

Income After Fees on $10,000

$526most kept, NFRA

NFRA$574 − $48 = $526

SPY$103 − $9 = $94

KeptFee

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