RBLD vs SPYM

ARBLD

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · RBLD $15,781

Lowest cost0.02%SPYM · $2 on $10k

Most income1.08%RBLD · $108 on $10k

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

Held in common7.4%RBLD and SPYM

RBLD

SPYM

First Trust Alerian U.S. NextGen Infrastructure ETF · $42MState Street SPDR Portfolio S&P 500 ETF · $182B

+19.2%3 years · per year$16,917 · $18,082+21.8%

+9.6%5 years · per year$15,781 · $17,192+11.4%

0.65%Expense ratio$65 · $2 on $10k · lower wins0.02%

1.08%12-mo yield$108 · $105 on $10k1.05%

−10.5%Worst dropSmaller wins−8.9%

15.1%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsRBLD · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
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 SPYM

RBLD

First Trust Alerian U.S. NextGen Infrastructure

$15,781

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureRBLDSPYM

Fee0.65%0.02%

Cost on $10k a year$65$2

Yield1.08%1.05%

5 years, per year+9.6%+11.4%

3 years, per year+19.2%+21.8%

Worst drop · 1Y−10.5%−8.9%

Volatility · 1Y15.1%13.6%

5–0measures won
SPYM 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, SPYM

Today

7.4%most shared, RBLD and SPYM

RBLDSPYM

RBLD—7.4%

SPYM7.4%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

RBLD$108 − $65 = $43

KeptFee

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