IVOG vs SPYM

AIVOG

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · IVOG $12,893

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common0.1%IVOG and SPYM

IVOG

SPYM

Vanguard S&P Mid-Cap 400 Growth ETF · $1.7BState Street SPDR Portfolio S&P 500 ETF · $182B

+15.9%3 years · per year$15,549 · $18,222+22.1%

+5.2%5 years · per year$12,893 · $17,164+11.4%

0.10%Expense ratio$10 · $2 on $10k · lower wins0.02%

0.59%12-mo yield$59 · $106 on $10k1.06%

−12.2%Worst dropSmaller wins−8.9%

18.4%VolatilityLower wins13.6%

0–6SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVOG · SPYM

2.5%TWLO0.0%

1.9%OKTA0.0%

Held in common0.1%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AIVOG	Vanguard S&P Mid-Cap 400 Growth ETFRead Desk		0.10%	0.59%	−4.6%	+8.4%	+10.6%	+15.9%	+5.2%	−12.2%	$1.7B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AIVOG	Vanguard S&P Mid-Cap 400 Growth ETFRead Desk		0.10%	0.59%	−4.6%	+8.4%	+10.6%	+15.9%	+5.2%	−12.2%	$1.7B

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

IVOG vs SPYM

IVOG

Vanguard S&P Mid-Cap 400 Growth

$12,894

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureIVOGSPYM

Fee0.10%0.02%

Cost on $10k a year$10$2

Yield0.59%1.06%

5 years, per year+5.2%+11.4%

3 years, per year+15.9%+22.1%

Worst drop · 1Y−12.2%−8.9%

Volatility · 1Y18.4%13.6%

6–0measures won
SPYM first

0.1%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVOG, SPYM

Today

0.1%most shared, IVOG and SPYM

IVOGSPYM

IVOG—0.1%

SPYM0.1%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

IVOG$59 − $10 = $49

KeptFee

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