VIS vs SPY

AVIS

BSPY

Measures won0–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · VIS $17,523

Lowest cost0.09%VIS · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common8.3%VIS and SPY

VIS

SPY

Vanguard Industrials ETF · $8.0BState Street SPDR S&P 500 ETF · $805B

+21.8%3 years · per year$18,083 · $19,132+24.1%

+11.9%5 years · per year$17,523 · $18,060+12.6%

0.09%Expense ratio$9 · $9 on $10k · lower wins0.09%

0.94%12-mo yield$94 · $99 on $10k0.99%

−12.5%Worst dropSmaller wins−8.9%

18.3%VolatilityLower wins12.9%

0–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIS · SPY

4.9%GE0.5%

5.6%CAT0.4%

3.7%RTX0.4%

3.8%GEV0.4%

Held in common8.3%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AVIS	Vanguard Industrials ETFRead Desk		0.09%	0.94%	−1.1%	+9.6%	+9.7%	+21.8%	+11.9%	−12.5%	$8.0B

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AVIS	Vanguard Industrials ETFRead Desk		0.09%	0.94%	−1.1%	+9.6%	+9.7%	+21.8%	+11.9%	−12.5%	$8.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIS vs SPY

VIS

Vanguard Industrials

$17,523

SPY

SPDR S&P 500

$18,060

MeasureVISSPY

Fee0.09%0.09%

Cost on $10k a year$9$9

Yield0.94%0.99%

5 years, per year+11.9%+12.6%

3 years, per year+21.8%+24.1%

Worst drop · 1Y−12.5%−8.9%

Volatility · 1Y18.3%12.9%

5–0measures won
SPY first

8.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VIS, SPY

Today

8.3%most shared, VIS and SPY

VISSPY

VIS—8.3%

SPY8.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

VIS$94 − $9 = $85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee