ISVL vs SPYM

AISVL

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · ISVL $16,419

Lowest cost0.02%SPYM · $2 on $10k

Most income3.16%ISVL · $316 on $10k

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

Held in common0.0%ISVL and SPYM

ISVL

SPYM

iShares International Developed Small Cap Value Factor ETF · $316MState Street SPDR Portfolio S&P 500 ETF · $182B

+24.0%3 years · per year$19,048 · $18,082+21.8%

+10.4%5 years · per year$16,419 · $17,192+11.4%

0.31%Expense ratio$31 · $2 on $10k · lower wins0.02%

3.16%12-mo yield$316 · $105 on $10k1.05%

−12.5%Worst dropSmaller wins−8.9%

15.4%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsISVL · SPYM

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	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

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	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

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 SPYM

ISVL

iShares International Developed Small Cap Value Factor

$16,419

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureISVLSPYM

Fee0.31%0.02%

Cost on $10k a year$31$2

Yield3.16%1.05%

5 years, per year+10.4%+11.4%

3 years, per year+24.0%+21.8%

Worst drop · 1Y−12.5%−8.9%

Volatility · 1Y15.4%13.6%

4–2measures won
SPYM first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ISVL, SPYM

Today

0.0%most shared, ISVL and SPYM

ISVLSPYM

ISVL—0.0%

SPYM0.0%—

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

Income After Fees on $10,000

$285most kept, ISVL

ISVL$316 − $31 = $285

SPYM$105 − $2 = $103

KeptFee

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