ACWV vs SPYM

AACWV

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · ACWV $13,529

Lowest cost0.02%SPYM · $2 on $10k

Most income1.84%ACWV · $184 on $10k

Smallest drop−6.4%ACWV · worst fall in 1Y

Held in common26.0%ACWV and SPYM

ACWV

SPYM

iShares MSCI Global Min Vol Factor ETF · $3.4BState Street SPDR Portfolio S&P 500 ETF · $182B

+13.2%3 years · per year$14,524 · $18,082+21.8%

+6.2%5 years · per year$13,529 · $17,192+11.4%

0.20%Expense ratio$20 · $2 on $10k · lower wins0.02%

1.84%12-mo yield$184 · $105 on $10k1.05%

−6.4%Worst dropSmaller wins−8.9%

8.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsACWV · SPYM

1.4%MSFT6.3%

1.2%BRK-B1.7%

1.4%JNJ1.0%

0.9%XOM1.1%

Held in common26.0%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AACWV	iShares MSCI Global Min Vol Factor ETFRead Desk		0.20%	1.84%	−0.6%	+8.9%	+10.6%	+13.2%	+6.2%	−6.4%	$3.4B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AACWV	iShares MSCI Global Min Vol Factor ETFRead Desk		0.20%	1.84%	−0.6%	+8.9%	+10.6%	+13.2%	+6.2%	−6.4%	$3.4B

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

ACWV vs SPYM

ACWV

iShares MSCI Global Min Vol Factor

$13,529

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureACWVSPYM

Fee0.20%0.02%

Cost on $10k a year$20$2

Yield1.84%1.05%

5 years, per year+6.2%+11.4%

3 years, per year+13.2%+21.8%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y8.6%13.6%

3–3measures won
level

26.0%

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: ACWV, SPYM

Today

26.0%most shared, ACWV and SPYM

ACWVSPYM

ACWV—26.0%

SPYM26.0%—

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

Income After Fees on $10,000

$164most kept, ACWV

ACWV$184 − $20 = $164

SPYM$105 − $2 = $103

KeptFee

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