PAVE vs SPYM

APAVE

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$19,862PAVE · SPYM $17,553

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common2.6%PAVE and SPYM

PAVE

SPYM

Global X - U.S. Infrastructure Development ETF · $13.0BState Street SPDR Portfolio S&P 500 ETF · $179B

+22.3%3 years · per year$18,295 · $18,161+22.0%

+14.7%5 years · per year$19,862 · $17,553+11.9%

0.47%Expense ratio$47 · $2 on $10k · lower wins0.02%

0.81%12-mo yield$81 · $103 on $10k1.03%

−15.3%Worst dropSmaller wins−8.9%

21.9%VolatilityLower wins13.7%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsPAVE · SPYM

3.2%UNP0.3%

3.7%DE0.3%

2.8%ETN0.2%

3.2%PH0.2%

Held in common2.6%

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	APAVE	Global X - U.S. Infrastructure Development ETFRead Desk		0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
2	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

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	APAVE	Global X - U.S. Infrastructure Development ETFRead Desk		0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
2	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

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

PAVE vs SPYM

PAVE

Global X - U.S. Infrastructure Development

$19,862

SPYM

SPDR Portfolio S&P 500

$17,553

MeasurePAVESPYM

Fee0.47%0.02%

Cost on $10k a year$47$2

Yield0.81%1.03%

5 years, per year+14.7%+11.9%

3 years, per year+22.3%+22.0%

Worst drop · 1Y−15.3%−8.9%

Volatility · 1Y21.9%13.7%

4–2measures won
SPYM first

2.6%

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%

$122BAssets$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: PAVE, SPYM

Today

2.6%most shared, PAVE and SPYM

PAVESPYM

PAVE—2.6%

SPYM2.6%—

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

PAVE$81 − $47 = $34

KeptFee

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