SPYM vs WCMI

ASPYM

BWCMI

Measures won4–0SPYM wins · of 6 · 3Y

$10,000 · 3Y$18,161SPYM · IVV $18,159

Lowest cost0.02%SPYM · $2 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common0.2%SPYM and WCMI

SPYM

WCMI

State Street SPDR Portfolio S&P 500 ETF · $179BFirst Trust WCM International Equity ETF · $2.1B

+22.0%3 years · per year$18,161 · […][…]

+11.9%5 years · per year$17,553 · […][…]

0.02%Expense ratio$2 · $85 on $10k · lower wins0.85%

1.03%12-mo yield$103 · $57 on $10k0.57%

−8.9%Worst dropSmaller wins−12.5%

13.7%VolatilityLower wins20.9%

4–0SPYM wins

$10,000 · 3 yearsAll four, one scale

Shared top holdingsSPYM · WCMI

0.2%CB1.5%

0.0%BG1.5%

Held in common0.2%

End-of-day Nov 9, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

3Y4 funds

#
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

3Y4 funds

#
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B

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

SPYM vs WCMI

SPYM

SPDR Portfolio S&P 500

$18,161

WCMI

First Trust WCM International Equity

[…]

MeasureSPYMWCMI

Fee0.02%0.85%

Cost on $10k a year$2$85

Yield1.03%0.57%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−12.5%

Volatility · 1Y13.7%20.9%

4–0measures won
SPYM first

0.2%

holdings shared

Nov 9, 2026 · $10,000 three 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%

$120BAssets$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: SPYM, WCMI, IVV, VOO

Today

99.9%most shared, SPYM and IVV

SPYMWCMIIVVVOO

SPYM—0.2%99.9%92.7%

WCMI0.2%—0.2%0.2%

IVV99.9%0.2%—92.7%

VOO92.7%0.2%92.7%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

WCMI$57 − $85 = −$28

KeptFee

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