IUSV vs SPYM

AIUSV

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · IUSV $17,016

Lowest cost0.02%SPYM · $2 on $10k

Most income1.64%IUSV · $164 on $10k

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

Held in common59.2%IUSV and SPYM

IUSV

SPYM

iShares Core S&P U.S. Value ETF · $28.4BState Street SPDR Portfolio S&P 500 ETF · $185B

+19.5%3 years · per year$17,084 · $19,092+24.1%

+11.2%5 years · per year$17,016 · $17,749+12.2%

0.04%Expense ratio$4 · $2 on $10k · lower wins0.02%

1.64%12-mo yield$164 · $103 on $10k1.03%

−6.4%Worst dropSmaller wins−8.9%

9.6%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIUSV · SPYM

7.8%AAPL7.7%

3.4%AMZN3.6%

1.3%TSLA1.7%

2.4%XOM1.1%

Held in common59.2%

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.64%	−0.6%	+13.8%	+16.1%	+19.5%	+11.2%	−6.4%	$28.4B

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.64%	−0.6%	+13.8%	+16.1%	+19.5%	+11.2%	−6.4%	$28.4B

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

Cards for this view

IUSV vs SPYM

IUSV

iShares Core S&P U.S. Value

$17,016

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureIUSVSPYM

Fee0.04%0.02%

Cost on $10k a year$4$2

Yield1.64%1.03%

5 years, per year+11.2%+12.2%

3 years, per year+19.5%+24.1%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y9.6%12.7%

3–3measures won
level

59.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: IUSV, SPYM

Today

59.2%most shared, IUSV and SPYM

IUSVSPYM

IUSV—59.2%

SPYM59.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$160most kept, IUSV

IUSV$164 − $4 = $160

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee