ISVL vs SPY

AISVL

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · ISVL $16,521

Lowest cost0.09%SPY · $9 on $10k

Most income3.11%ISVL · $311 on $10k

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

Held in common0.0%ISVL and SPY

ISVL

SPY

iShares International Developed Small Cap Value Factor ETF · $322MState Street SPDR S&P 500 ETF · $819B

+24.7%3 years · per year$19,393 · $18,174+22.0%

+10.6%5 years · per year$16,521 · $17,099+11.3%

0.31%Expense ratio$31 · $9 on $10k · lower wins0.09%

3.11%12-mo yield$311 · $103 on $10k1.03%

−12.5%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsISVL · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	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%	$322M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	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%	$322M

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 SPY

ISVL

iShares International Developed Small Cap Value Factor

$16,521

SPY

SPDR S&P 500

$17,099

MeasureISVLSPY

Fee0.31%0.09%

Cost on $10k a year$31$9

Yield3.11%1.03%

5 years, per year+10.6%+11.3%

3 years, per year+24.7%+22.0%

Worst drop · 1Y−12.5%−8.9%

Volatility · 1Y15.3%13.6%

4–2measures won
SPY first

0.0%

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: ISVL, SPY

Today

0.0%most shared, ISVL and SPY

ISVLSPY

ISVL—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$280most kept, ISVL

ISVL$311 − $31 = $280

SPY$103 − $9 = $94

KeptFee

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