IJR vs SPYM

AIJR

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · IJR $13,468

Lowest cost0.02%SPYM · $2 on $10k

Most income1.21%IJR · $121 on $10k

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

Held in common0.0%IJR and SPYM

IJR

SPYM

iShares Core S&P Small-Cap ETF · $106BState Street SPDR Portfolio S&P 500 ETF · $185B

+19.0%3 years · per year$16,862 · $19,092+24.1%

+6.1%5 years · per year$13,468 · $17,749+12.2%

0.06%Expense ratio$6 · $2 on $10k · lower wins0.02%

1.21%12-mo yield$121 · $103 on $10k1.03%

−9.7%Worst dropSmaller wins−8.9%

15.8%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJR · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.21%	−0.3%	+18.3%	+21.3%	+19.0%	+6.1%	−9.7%	$106.1B

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

Cards for this view

IJR vs SPYM

IJR

iShares Core S&P Small-Cap

$13,468

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureIJRSPYM

Fee0.06%0.02%

Cost on $10k a year$6$2

Yield1.21%1.03%

5 years, per year+6.1%+12.2%

3 years, per year+19.0%+24.1%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y15.8%12.7%

5–1measures won
SPYM first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: IJR, SPYM

Today

0.0%most shared, IJR and SPYM

IJRSPYM

IJR—0.0%

SPYM0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IJR

IJR$121 − $6 = $115

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee