RBLD vs SPY

ARBLD

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · RBLD $15,781

Lowest cost0.09%SPY · $9 on $10k

Most income1.08%RBLD · $108 on $10k

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

Held in common7.4%RBLD and SPY

RBLD

SPY

First Trust Alerian U.S. NextGen Infrastructure ETF · $42MState Street SPDR S&P 500 ETF · $819B

+19.2%3 years · per year$16,917 · $18,039+21.7%

+9.6%5 years · per year$15,781 · $17,118+11.3%

0.65%Expense ratio$65 · $9 on $10k · lower wins0.09%

1.08%12-mo yield$108 · $103 on $10k1.03%

−10.5%Worst dropSmaller wins−8.9%

15.1%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsRBLD · SPY

0.7%CAT0.4%

0.8%GEV0.3%

1.2%NEE0.3%

1.1%UNP0.3%

Held in common7.4%

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ARBLD	First Trust Alerian U.S. NextGen Infrastructure ETFRead Desk		0.65%	1.08%	+0.4%	+9.5%	+7.4%	+19.2%	+9.6%	−10.5%	$42M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ARBLD	First Trust Alerian U.S. NextGen Infrastructure ETFRead Desk		0.65%	1.08%	+0.4%	+9.5%	+7.4%	+19.2%	+9.6%	−10.5%	$42M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RBLD vs SPY

RBLD

First Trust Alerian U.S. NextGen Infrastructure

$15,781

SPY

SPDR S&P 500

$17,118

MeasureRBLDSPY

Fee0.65%0.09%

Cost on $10k a year$65$9

Yield1.08%1.03%

5 years, per year+9.6%+11.3%

3 years, per year+19.2%+21.7%

Worst drop · 1Y−10.5%−8.9%

Volatility · 1Y15.1%13.6%

5–1measures won
SPY first

7.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: RBLD, SPY

Today

7.4%most shared, RBLD and SPY

RBLDSPY

RBLD—7.4%

SPY7.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

RBLD$108 − $65 = $43

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee