IWP vs SPY

AIWP

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · IWP $10,591

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common4.6%IWP and SPY

IWP

SPY

iShares Russell Mid-Cap Growth ETF · $17.3BState Street SPDR S&P 500 ETF · $778B

+13.0%3 years · per year$14,445 · $18,039+21.7%

+1.2%5 years · per year$10,591 · $17,118+11.3%

0.23%Expense ratio$23 · $9 on $10k · lower wins0.09%

0.43%12-mo yield$43 · $103 on $10k1.03%

−16.7%Worst dropSmaller wins−8.9%

19.7%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWP · SPY

1.8%MPC0.2%

0.2%PSX0.2%

1.5%RCL0.1%

2.4%SPG0.1%

Held in common4.6%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AIWP	iShares Russell Mid-Cap Growth ETFRead Desk		0.23%	0.43%	+0.9%	−9.2%	−10.7%	+13.0%	+1.2%	−16.7%	$17.3B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AIWP	iShares Russell Mid-Cap Growth ETFRead Desk		0.23%	0.43%	+0.9%	−9.2%	−10.7%	+13.0%	+1.2%	−16.7%	$17.3B

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

IWP vs SPY

IWP

iShares Russell Mid-Cap Growth

$10,591

SPY

SPDR S&P 500

$17,118

MeasureIWPSPY

Fee0.23%0.09%

Cost on $10k a year$23$9

Yield0.43%1.03%

5 years, per year+1.2%+11.3%

3 years, per year+13.0%+21.7%

Worst drop · 1Y−16.7%−8.9%

Volatility · 1Y19.7%13.6%

6–0measures won
SPY first

4.6%

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%

$178BAssets$778B

2–0SPYM wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IWP, SPY

Today

4.6%most shared, IWP and SPY

IWPSPY

IWP—4.6%

SPY4.6%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

IWP$43 − $23 = $20

KeptFee

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