ISVL vs SPDW

AISVL

BSPDW

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,521ISVL · SPDW $15,064

Lowest cost0.03%SPDW · $3 on $10k

Most income3.13%SPDW · $313 on $10k

Smallest drop−11.5%SPDW · worst fall in 1Y

Held in common1.5%ISVL and SPDW

ISVL

SPDW

iShares International Developed Small Cap Value Factor ETF · $328MState Street SPDR Portfolio Developed World ex-US ETF · $40.8B

+24.7%3 years · per year$19,393 · $17,731+21.0%

+10.6%5 years · per year$16,521 · $15,064+8.5%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

3.11%12-mo yield$311 · $313 on $10k3.13%

−12.5%Worst dropSmaller wins−11.5%

15.3%VolatilityLower wins17.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsISVL · SPDW

0.8%VOE.VI0.0%

0.8%ABDN.L0.0%

0.2%8367.T0.0%

0.5%SUN.SW0.0%

Held in common1.5%

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	AISVL	iShares International Developed Small Cap Value Factor ETFRead Desk		0.31%	3.11%	−2.8%	+10.9%	+20.6%	+24.7%	+10.6%	−12.5%	$328M
2	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.13%	−3.7%	+10.7%	+16.2%	+21.0%	+8.5%	−11.5%	$40.8B

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	AISVL	iShares International Developed Small Cap Value Factor ETFRead Desk		0.31%	3.11%	−2.8%	+10.9%	+20.6%	+24.7%	+10.6%	−12.5%	$328M
2	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.13%	−3.7%	+10.7%	+16.2%	+21.0%	+8.5%	−11.5%	$40.8B

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

ISVL vs SPDW

ISVL

iShares International Developed Small Cap Value Factor

$16,521

SPDW

SPDR Portfolio Developed World ex-US

$15,064

MeasureISVLSPDW

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield3.11%3.13%

5 years, per year+10.6%+8.5%

3 years, per year+24.7%+21.0%

Worst drop · 1Y−12.5%−11.5%

Volatility · 1Y15.3%17.9%

3–2measures won
ISVL first

1.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ISVL, SPDW

Today

1.5%most shared, ISVL and SPDW

ISVLSPDW

ISVL—1.5%

SPDW1.5%—

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

Income After Fees on $10,000

$310most kept, SPDW

SPDW$313 − $3 = $310

ISVL$311 − $31 = $280

KeptFee

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