IWN vs SPYM

AIWN

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · IWN $13,927

Lowest cost0.02%SPYM · $2 on $10k

Most income1.54%IWN · $154 on $10k

Smallest drop−8.5%IWN · worst fall in 1Y

Held in common0.0%IWN and SPYM

IWN

SPYM

iShares Russell 2000 Value ETF · $14.3BState Street SPDR Portfolio S&P 500 ETF · $182B

+20.4%3 years · per year$17,460 · $18,222+22.1%

+6.8%5 years · per year$13,927 · $17,164+11.4%

0.24%Expense ratio$24 · $2 on $10k · lower wins0.02%

1.54%12-mo yield$154 · $106 on $10k1.06%

−8.5%Worst dropSmaller wins−8.9%

15.9%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWN · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.54%	−3.5%	+17.7%	+22.7%	+20.4%	+6.8%	−8.5%	$14.3B

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	AIWN	iShares Russell 2000 Value ETFRead Desk		0.24%	1.54%	−3.5%	+17.7%	+22.7%	+20.4%	+6.8%	−8.5%	$14.3B

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

IWN vs SPYM

IWN

iShares Russell 2000 Value

$13,927

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureIWNSPYM

Fee0.24%0.02%

Cost on $10k a year$24$2

Yield1.54%1.06%

5 years, per year+6.8%+11.4%

3 years, per year+20.4%+22.1%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y15.9%13.6%

4–2measures won
SPYM first

0.0%

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: IWN, SPYM

Today

0.0%most shared, IWN and SPYM

IWNSPYM

IWN—0.0%

SPYM0.0%—

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

Income After Fees on $10,000

$130most kept, IWN

IWN$154 − $24 = $130

SPYM$106 − $2 = $104

KeptFee

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