WOOD vs SPY

AWOOD

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · WOOD $8,823

Lowest cost0.09%SPY · $9 on $10k

Most income2.49%WOOD · $249 on $10k

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

Held in common0.1%WOOD and SPY

WOOD

SPY

iShares Global Timber & Forestry ETF · $255MState Street SPDR S&P 500 ETF · $805B

+0.4%3 years · per year$10,133 · $19,132+24.1%

−2.5%5 years · per year$8,823 · $18,060+12.6%

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

2.49%12-mo yield$249 · $99 on $10k0.99%

−21.6%Worst dropSmaller wins−8.9%

18.0%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsWOOD · SPY

4.4%SW0.0%

8.4%WY0.0%

Held in common0.1%

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	AWOOD	iShares Global Timber & Forestry ETFRead Desk		0.39%	2.49%	+3.6%	−5.1%	+1.0%	+0.4%	−2.5%	−21.6%	$255M

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	AWOOD	iShares Global Timber & Forestry ETFRead Desk		0.39%	2.49%	+3.6%	−5.1%	+1.0%	+0.4%	−2.5%	−21.6%	$255M

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

WOOD vs SPY

WOOD

iShares Global Timber & Forestry

$8,823

SPY

SPDR S&P 500

$18,060

MeasureWOODSPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield2.49%0.99%

5 years, per year−2.5%+12.6%

3 years, per year+0.4%+24.1%

Worst drop · 1Y−21.6%−8.9%

Volatility · 1Y18.0%12.9%

5–1measures won
SPY first

0.1%

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: WOOD, SPY

Today

0.1%most shared, WOOD and SPY

WOODSPY

WOOD—0.1%

SPY0.1%—

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

Income After Fees on $10,000

$210most kept, WOOD

WOOD$249 − $39 = $210

SPY$99 − $9 = $90

KeptFee

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