NFRA vs SPYM

ANFRA

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · NFRA $13,114

Lowest cost0.02%SPYM · $2 on $10k

Most income5.74%NFRA · $574 on $10k

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

Held in common3.9%NFRA and SPYM

NFRA

SPYM

Northern Trust STOXX Global Broad Infrastructure ETF · $3.1BState Street SPDR Portfolio S&P 500 ETF · $185B

+15.6%3 years · per year$15,429 · $19,092+24.1%

+5.6%5 years · per year$13,114 · $17,749+12.2%

0.48%Expense ratio$48 · $2 on $10k · lower wins0.02%

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

−7.3%Worst dropSmaller wins−8.9%

10.7%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsNFRA · SPYM

2.6%VZ0.3%

2.5%UNP0.3%

2.5%NEE0.3%

2.0%T0.2%

Held in common3.9%

End-of-day Nov 3, 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%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk		0.48%	5.74%	−0.2%	+8.3%	+9.0%	+15.6%	+5.6%	−7.3%	$3.1B

End-of-day Nov 3, 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%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	ANFRA	Northern Trust STOXX Global Broad Infrastructure ETFRead Desk		0.48%	5.74%	−0.2%	+8.3%	+9.0%	+15.6%	+5.6%	−7.3%	$3.1B

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

Cards for this view

NFRA vs SPYM

NFRA

Northern Trust STOXX Global Broad Infrastructure

$13,114

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureNFRASPYM

Fee0.48%0.02%

Cost on $10k a year$48$2

Yield5.74%1.03%

5 years, per year+5.6%+12.2%

3 years, per year+15.6%+24.1%

Worst drop · 1Y−7.3%−8.9%

Volatility · 1Y10.7%12.7%

3–3measures won
level

3.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: NFRA, SPYM

Today

3.9%most shared, NFRA and SPYM

NFRASPYM

NFRA—3.9%

SPYM3.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$526most kept, NFRA

NFRA$574 − $48 = $526

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee