IUSG vs SPY

AIUSG

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · IUSG $16,981

Lowest cost0.04%IUSG · $4 on $10k

Most income1.01%SPY · $101 on $10k

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

Held in common64.6%IUSG and SPY

IUSG

SPY

iShares Core S&P U.S. Growth ETF · $31.1BState Street SPDR S&P 500 ETF · $778B

+24.9%3 years · per year$19,498 · $18,118+21.9%

+11.2%5 years · per year$16,981 · $17,493+11.8%

0.04%Expense ratio$4 · $9 on $10k · lower wins0.09%

0.50%12-mo yield$50 · $101 on $10k1.01%

−13.0%Worst dropSmaller wins−8.9%

19.3%VolatilityLower wins13.7%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSG · SPY

12.8%NVDA7.1%

7.1%AAPL7.9%

11.2%MSFT6.2%

3.8%AMZN4.0%

Held in common64.6%

End-of-day Nov 9, 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%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	AIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.50%	+3.0%	+8.9%	+10.5%	+24.9%	+11.2%	−13.0%	$31.1B

End-of-day Nov 9, 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%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	AIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.50%	+3.0%	+8.9%	+10.5%	+24.9%	+11.2%	−13.0%	$31.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IUSG vs SPY

IUSG

iShares Core S&P U.S. Growth

$16,981

SPY

SPDR S&P 500

$17,493

MeasureIUSGSPY

Fee0.04%0.09%

Cost on $10k a year$4$9

Yield0.50%1.01%

5 years, per year+11.2%+11.8%

3 years, per year+24.9%+21.9%

Worst drop · 1Y−13.0%−8.9%

Volatility · 1Y19.3%13.7%

4–2measures won
SPY first

64.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IUSG, SPY

Today

64.6%most shared, IUSG and SPY

IUSGSPY

IUSG—64.6%

SPY64.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

IUSG$50 − $4 = $46

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee