ISCG vs SPYM

AISCG

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · SPY $18,060

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

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

Held in common0.7%ISCG and SPYM

ISCG

SPYM

iShares Morningstar Small-Cap Growth ETF · $974MState Street SPDR Portfolio S&P 500 ETF · $182B

+21.2%3 years · per year$17,783 · $19,186+24.3%

+5.0%5 years · per year$12,768 · $18,126+12.6%

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

0.65%12-mo yield$65 · $101 on $10k1.01%

−11.4%Worst dropSmaller wins−8.9%

18.0%VolatilityLower wins12.8%

0–6SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCG · SPYM

1.1%OKTA0.0%

0.2%RVTY0.0%

0.6%NDSN0.0%

0.3%IEX0.0%

Held in common0.7%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	SPY	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
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$974M

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	SPY	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
3	AISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$974M

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

ISCG vs SPYM

ISCG

iShares Morningstar Small-Cap Growth

$12,768

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureISCGSPYM

Fee0.06%0.02%

Cost on $10k a year$6$2

Yield0.65%1.01%

5 years, per year+5.0%+12.6%

3 years, per year+21.2%+24.3%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y18.0%12.8%

6–0measures won
SPYM first

0.7%

holdings shared

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

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: ISCG, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

ISCGSPYMSPY

ISCG—0.7%0.7%

SPYM0.7%—99.8%

SPY0.7%99.8%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

ISCG$65 − $6 = $59

KeptFee

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