SPY vs GII

ASPY

BGII

Measures won4–2SPY wins · of 6 · 5Y

$10,000 · 5Y$17,688SPY · GII $15,860

Lowest cost0.09%SPY · $9 on $10k

Most income2.70%GII · $270 on $10k

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

Held in common2.0%SPY and GII

SPY

GII

State Street SPDR S&P 500 ETF · $798BState Street SPDR S&P Global Infrastructure ETF · $966M

+24.0%3 years · per year$19,046 · $17,468+20.4%

+12.1%5 years · per year$17,688 · $15,860+9.7%

0.09%Expense ratio$9 · $40 on $10k · lower wins0.40%

1.01%12-mo yield$101 · $270 on $10k2.70%

−8.9%Worst dropSmaller wins−10.6%

12.8%VolatilityLower wins11.5%

4–2SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · GII

0.3%NEE4.7%

0.2%ADP2.2%

0.2%SO2.9%

0.1%DUK2.7%

Held in common2.0%

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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
2	BGII	State Street SPDR S&P Global Infrastructure ETFRead Desk		0.40%	2.70%	−0.4%	+8.3%	+10.8%	+20.4%	+9.7%	−10.6%	$966M

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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
2	BGII	State Street SPDR S&P Global Infrastructure ETFRead Desk		0.40%	2.70%	−0.4%	+8.3%	+10.8%	+20.4%	+9.7%	−10.6%	$966M

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

SPY vs GII

SPY

SPDR S&P 500

$17,688

GII

SPDR S&P Global Infrastructure

$15,860

MeasureSPYGII

Fee0.09%0.40%

Cost on $10k a year$9$40

Yield1.01%2.70%

5 years, per year+12.1%+9.7%

3 years, per year+24.0%+20.4%

Worst drop · 1Y−8.9%−10.6%

Volatility · 1Y12.8%11.5%

4–2measures won
SPY first

2.0%

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: SPY, GII

Today

2.0%most shared, SPY and GII

SPYGII

SPY—2.0%

GII2.0%—

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

Income After Fees on $10,000

$230most kept, GII

GII$270 − $40 = $230

SPY$101 − $9 = $92

KeptFee

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