ISCV vs SPY

AISCV

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,688SPY · ISCV $14,758

Lowest cost0.06%ISCV · $6 on $10k

Most income1.89%ISCV · $189 on $10k

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

Held in common1.0%ISCV and SPY

ISCV

SPY

iShares Morningstar Small Cap Value ETF · $693MState Street SPDR S&P 500 ETF · $798B

+20.6%3 years · per year$17,545 · $19,046+24.0%

+8.1%5 years · per year$14,758 · $17,688+12.1%

0.06%Expense ratio$6 · $9 on $10k · lower wins0.09%

1.89%12-mo yield$189 · $101 on $10k1.01%

−9.3%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins12.8%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsISCV · SPY

0.7%SWKS0.0%

0.6%BBY0.0%

0.3%RVTY0.0%

0.6%APA0.0%

Held in common1.0%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
2	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.89%	−0.6%	+16.6%	+21.2%	+20.6%	+8.1%	−9.3%	$693M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
2	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.89%	−0.6%	+16.6%	+21.2%	+20.6%	+8.1%	−9.3%	$693M

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

ISCV vs SPY

ISCV

iShares Morningstar Small Cap Value

$14,758

SPY

SPDR S&P 500

$17,688

MeasureISCVSPY

Fee0.06%0.09%

Cost on $10k a year$6$9

Yield1.89%1.01%

5 years, per year+8.1%+12.1%

3 years, per year+20.6%+24.0%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y14.3%12.8%

4–2measures won
SPY first

1.0%

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: ISCV, SPY

Today

1.0%most shared, ISCV and SPY

ISCVSPY

ISCV—1.0%

SPY1.0%—

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

Income After Fees on $10,000

$183most kept, ISCV

ISCV$189 − $6 = $183

SPY$101 − $9 = $92

KeptFee

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