VEGI vs SPY

AVEGI

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · VEGI $12,274

Lowest cost0.09%SPY · $9 on $10k

Most income1.92%VEGI · $192 on $10k

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

Held in common0.5%VEGI and SPY

VEGI

SPY

iShares MSCI Agriculture Producers ETF · $168MState Street SPDR S&P 500 ETF · $819B

+10.0%3 years · per year$13,303 · $18,039+21.7%

+4.2%5 years · per year$12,274 · $17,118+11.3%

0.39%Expense ratio$39 · $9 on $10k · lower wins0.09%

1.92%12-mo yield$192 · $103 on $10k1.03%

−10.6%Worst dropSmaller wins−8.9%

16.6%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsVEGI · SPY

30.5%DE0.3%

8.7%VYLR0.1%

6.4%ADM0.1%

3.4%CF0.0%

Held in common0.5%

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	AVEGI	iShares MSCI Agriculture Producers ETFRead Desk		0.39%	1.92%	+0.2%	+17.0%	+18.0%	+10.0%	+4.2%	−10.6%	$168M

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	AVEGI	iShares MSCI Agriculture Producers ETFRead Desk		0.39%	1.92%	+0.2%	+17.0%	+18.0%	+10.0%	+4.2%	−10.6%	$168M

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

VEGI vs SPY

VEGI

iShares MSCI Agriculture Producers

$12,274

SPY

SPDR S&P 500

$17,118

MeasureVEGISPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield1.92%1.03%

5 years, per year+4.2%+11.3%

3 years, per year+10.0%+21.7%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y16.6%13.6%

5–1measures won
SPY first

0.5%

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: VEGI, SPY

Today

0.5%most shared, VEGI and SPY

VEGISPY

VEGI—0.5%

SPY0.5%—

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

Income After Fees on $10,000

$153most kept, VEGI

VEGI$192 − $39 = $153

SPY$103 − $9 = $94

KeptFee

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