IWF vs SPYM

AIWF

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IWF $15,441

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common55.7%IWF and SPYM

IWF

SPYM

iShares Russell 1000 Growth ETF · $115BState Street SPDR Portfolio S&P 500 ETF · $182B

+19.4%3 years · per year$17,022 · $18,082+21.8%

+9.1%5 years · per year$15,442 · $17,192+11.4%

0.18%Expense ratio$18 · $2 on $10k · lower wins0.02%

0.39%12-mo yield$39 · $105 on $10k1.05%

−14.6%Worst dropSmaller wins−8.9%

19.4%VolatilityLower wins13.6%

0–6SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWF · SPYM

9.0%AAPL7.9%

14.1%NVDA6.9%

6.6%MSFT6.3%

5.5%GOOGL2.6%

Held in common55.7%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

IWF vs SPYM

IWF

iShares Russell 1000 Growth

$15,442

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureIWFSPYM

Fee0.18%0.02%

Cost on $10k a year$18$2

Yield0.39%1.05%

5 years, per year+9.1%+11.4%

3 years, per year+19.4%+21.8%

Worst drop · 1Y−14.6%−8.9%

Volatility · 1Y19.4%13.6%

6–0measures won
SPYM first

55.7%

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

Overlap: IWF, SPYM

Today

55.7%most shared, IWF and SPYM

IWFSPYM

IWF—55.7%

SPYM55.7%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

IWF$39 − $18 = $21

KeptFee

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