ISVL vs SPDW

AISVL

BSPDW

Measures won4–2ISVL wins · of 6 · 5Y

$10,000 · 5Y$16,419ISVL · SPDW $15,100

Lowest cost0.03%SPDW · $3 on $10k

Most income3.16%ISVL · $316 on $10k

Smallest drop−11.3%VXUS · worst fall in 1Y

Held in common1.5%ISVL and SPDW

ISVL

SPDW

iShares International Developed Small Cap Value Factor ETF · $316MState Street SPDR Portfolio Developed World ex-US ETF · $41.0B

+24.0%3 years · per year$19,048 · $17,462+20.4%

+10.4%5 years · per year$16,419 · $15,100+8.6%

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

3.16%12-mo yield$316 · $314 on $10k3.14%

−12.5%Worst dropSmaller wins−11.5%

15.4%VolatilityLower wins17.9%

4–2ISVL wins

$10,000 · 5 yearsAll three, one 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 6, 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	AISVL	iShares International Developed Small Cap Value Factor ETFRead Desk	0.31%	3.16%	−1.4%	+9.3%	+18.7%	+24.0%	+10.4%	−12.5%	$316M
2	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk	0.03%	3.14%	−0.5%	+10.1%	+14.9%	+20.4%	+8.6%	−11.5%	$41.0B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AISVL	iShares International Developed Small Cap Value Factor ETFRead Desk	0.31%	3.16%	−1.4%	+9.3%	+18.7%	+24.0%	+10.4%	−12.5%	$316M
2	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk	0.03%	3.14%	−0.5%	+10.1%	+14.9%	+20.4%	+8.6%	−11.5%	$41.0B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

End-of-day Nov 6, 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

$16,419

SPDW

SPDR Portfolio Developed World ex-US

$15,100

MeasureISVLSPDW

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield3.16%3.14%

5 years, per year+10.4%+8.6%

3 years, per year+24.0%+20.4%

Worst drop · 1Y−12.5%−11.5%

Volatility · 1Y15.4%17.9%

4–2measures won
ISVL first

1.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ISVL, SPDW, VXUS

Today

59.2%most shared, SPDW and VXUS

ISVLSPDWVXUS

ISVL—1.5%0.5%

SPDW1.5%—59.2%

VXUS0.5%59.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$311most kept, SPDW

SPDW$314 − $3 = $311

ISVL$316 − $31 = $285

VXUS$245 − $5 = $240

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee