IUSV vs SPY

AIUSV

BSPY

Measures won4–2IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · IUSV $16,974

Lowest cost0.04%IUSV · $4 on $10k

Most income1.66%IUSV · $166 on $10k

Smallest drop−6.4%IUSV · worst fall in 1Y

Held in common60.6%IUSV and SPY

IUSV

SPY

iShares Core S&P U.S. Value ETF · $28.2BState Street SPDR S&P 500 ETF · $778B

+17.8%3 years · per year$16,360 · $18,039+21.7%

+11.2%5 years · per year$16,974 · $17,118+11.3%

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

1.66%12-mo yield$166 · $103 on $10k1.03%

−6.4%Worst dropSmaller wins−8.9%

10.3%VolatilityLower wins13.6%

4–2IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSV · SPY

7.9%AAPL7.9%

3.8%AMZN4.0%

1.2%TSLA1.5%

2.1%XOM1.1%

Held in common60.6%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B

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

IUSV vs SPY

IUSV

iShares Core S&P U.S. Value

$16,974

SPY

SPDR S&P 500

$17,118

MeasureIUSVSPY

Fee0.04%0.09%

Cost on $10k a year$4$9

Yield1.66%1.03%

5 years, per year+11.2%+11.3%

3 years, per year+17.8%+21.7%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y10.3%13.6%

4–2measures won
IUSV first

60.6%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IUSV, SPY

Today

60.6%most shared, IUSV and SPY

IUSVSPY

IUSV—60.6%

SPY60.6%—

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

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

SPY$103 − $9 = $94

KeptFee

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