ISCV vs SPY

AISCV

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · VTI $17,257

Lowest cost0.03%VTI · $3 on $10k

Most income1.86%ISCV · $186 on $10k

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

Held in common1.1%ISCV and SPY

ISCV

SPY

iShares Morningstar Small Cap Value ETF · $707MState Street SPDR S&P 500 ETF · $805B

+21.1%3 years · per year$17,752 · $19,132+24.1%

+9.0%5 years · per year$15,401 · $18,060+12.6%

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

1.86%12-mo yield$186 · $99 on $10k0.99%

−9.3%Worst dropSmaller wins−8.9%

14.4%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsISCV · SPY

0.6%SWKS0.0%

0.6%BBY0.0%

0.4%RVTY0.0%

0.6%HST0.0%

Held in common1.1%

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	BSPY	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
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
3	AISCV	iShares Morningstar Small Cap Value ETFRead Desk	0.06%	1.86%	+2.1%	+19.1%	+24.1%	+21.1%	+9.0%	−9.3%	$707M

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	BSPY	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
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
3	AISCV	iShares Morningstar Small Cap Value ETFRead Desk	0.06%	1.86%	+2.1%	+19.1%	+24.1%	+21.1%	+9.0%	−9.3%	$707M

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

ISCV vs SPY

ISCV

iShares Morningstar Small Cap Value

$15,401

SPY

SPDR S&P 500

$18,060

MeasureISCVSPY

Fee0.06%0.09%

Cost on $10k a year$6$9

Yield1.86%0.99%

5 years, per year+9.0%+12.6%

3 years, per year+21.1%+24.1%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y14.4%12.9%

4–2measures won
SPY first

1.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

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

Overlap: ISCV, SPY, VTI

Today

86.9%most shared, SPY and VTI

ISCVSPYVTI

ISCV—1.1%5.3%

SPY1.1%—86.9%

VTI5.3%86.9%—

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

Income After Fees on $10,000

$180most kept, ISCV

ISCV$186 − $6 = $180

VTI$105 − $3 = $102

SPY$99 − $9 = $90

KeptFee

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