SPYI vs SPY

ASPYI

BSPY

Measures won3–2SPYI wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY

Lowest cost0.09%SPY · $9 on $10k

Most income12.08%SPYI · $1,208 on $10k

Smallest drop−7.7%SPYI · worst fall in 1Y

Held in common96.3%SPYI and SPY

SPYI

SPY

Neos S&P 500(R) High Income ETF · $12.3BState Street SPDR S&P 500 ETF · $778B

+17.1%3 years · per year$16,067 · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

0.68%Expense ratio$68 · $9 on $10k · lower wins0.09%

12.08%12-mo yield$1,208 · $101 on $10k1.01%

−7.7%Worst dropSmaller wins−8.9%

11.5%VolatilityLower wins13.7%

3–2SPYI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPYI · SPY

7.8%AAPL7.9%

7.1%NVDA7.1%

6.1%MSFT6.2%

4.0%AMZN4.0%

Held in common96.3%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ASPYI	Neos S&P 500(R) High Income ETFRead Desk		0.68%	12.08%	+2.0%	+10.1%	+13.2%	+17.1%	new	−7.7%	$12.3B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ASPYI	Neos S&P 500(R) High Income ETFRead Desk		0.68%	12.08%	+2.0%	+10.1%	+13.2%	+17.1%	new	−7.7%	$12.3B

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

SPYI vs SPY

SPYI

Neos S&P 500(R) High Income

[…]

SPY

SPDR S&P 500

$17,493

MeasureSPYISPY

Fee0.68%0.09%

Cost on $10k a year$68$9

Yield12.08%1.01%

5 years, per year[…]+11.8%

3 years, per year+17.1%+21.9%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y11.5%13.7%

3–2measures won
SPYI first

96.3%

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: SPYI, SPY

Today

96.3%most shared, SPYI and SPY

SPYISPY

SPYI—96.3%

SPY96.3%—

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

Income After Fees on $10,000

$1,140most kept, SPYI

SPYI$1,208 − $68 = $1,140

SPY$101 − $9 = $92

KeptFee

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