ISCV vs SPYM

AISCV

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · ISCV $14,759

Lowest cost0.02%SPYM · $2 on $10k

Most income1.91%ISCV · $191 on $10k

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

Held in common1.1%ISCV and SPYM

ISCV

SPYM

iShares Morningstar Small Cap Value ETF · $687MState Street SPDR Portfolio S&P 500 ETF · $182B

+19.6%3 years · per year$17,116 · $18,222+22.1%

+8.1%5 years · per year$14,759 · $17,164+11.4%

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

1.91%12-mo yield$191 · $106 on $10k1.06%

−9.3%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsISCV · SPYM

0.6%BBY0.0%

0.6%SWKS0.0%

0.6%HST0.0%

0.6%SWK0.0%

Held in common1.1%

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.91%	−2.9%	+15.6%	+21.9%	+19.6%	+8.1%	−9.3%	$687M

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AISCV	iShares Morningstar Small Cap Value ETFRead Desk		0.06%	1.91%	−2.9%	+15.6%	+21.9%	+19.6%	+8.1%	−9.3%	$687M

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

Cards for this view

ISCV vs SPYM

ISCV

iShares Morningstar Small Cap Value

$14,759

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureISCVSPYM

Fee0.06%0.02%

Cost on $10k a year$6$2

Yield1.91%1.06%

5 years, per year+8.1%+11.4%

3 years, per year+19.6%+22.1%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y14.7%13.6%

5–1measures won
SPYM first

1.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ISCV, SPYM

Today

1.1%most shared, ISCV and SPYM

ISCVSPYM

ISCV—1.1%

SPYM1.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$185most kept, ISCV

ISCV$191 − $6 = $185

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee