IVOO vs SPYM

AIVOO

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income1.19%IVOO · $119 on $10k

Smallest drop−8.8%IVOO · worst fall in 1Y

Held in common0.1%IVOO and SPYM

IVOO

SPYM

Vanguard S&P Mid-Cap 400 ETF · $3.7BState Street SPDR Portfolio S&P 500 ETF · $185B

+18.4%3 years · per year$16,608 · $19,092+24.1%

+7.4%5 years · per year$14,263 · $17,749+12.2%

0.07%Expense ratio$7 · $2 on $10k · lower wins0.02%

1.19%12-mo yield$119 · $103 on $10k1.03%

−8.8%Worst dropSmaller wins−8.9%

14.9%VolatilityLower wins12.7%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVOO · SPYM

1.3%TWLO0.1%

Held in common0.1%

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

All Three

5Y3 funds

#
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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk	0.07%	1.19%	+0.3%	+13.1%	+15.5%	+18.4%	+7.4%	−8.8%	$3.7B

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

All Three

5Y3 funds

#
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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk	0.07%	1.19%	+0.3%	+13.1%	+15.5%	+18.4%	+7.4%	−8.8%	$3.7B

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

IVOO vs SPYM

IVOO

Vanguard S&P Mid-Cap 400

$14,264

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureIVOOSPYM

Fee0.07%0.02%

Cost on $10k a year$7$2

Yield1.19%1.03%

5 years, per year+7.4%+12.2%

3 years, per year+18.4%+24.1%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y14.9%12.7%

4–2measures won
SPYM first

0.1%

holdings shared

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

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: IVOO, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

IVOOSPYMSPY

IVOO—0.1%0.1%

SPYM0.1%—99.9%

SPY0.1%99.9%—

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

Income After Fees on $10,000

$112most kept, IVOO

IVOO$119 − $7 = $112

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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