IWP vs SPYM

AIWP

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IWP $10,953

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common4.5%IWP and SPYM

IWP

SPYM

iShares Russell Mid-Cap Growth ETF · $17.4BState Street SPDR Portfolio S&P 500 ETF · $179B

+13.7%3 years · per year$14,699 · $18,161+22.0%

+1.8%5 years · per year$10,952 · $17,553+11.9%

0.23%Expense ratio$23 · $2 on $10k · lower wins0.02%

0.41%12-mo yield$41 · $103 on $10k1.03%

−16.7%Worst dropSmaller wins−8.9%

20.1%VolatilityLower wins13.7%

0–6SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWP · SPYM

1.8%MPC0.2%

0.2%PSX0.2%

1.5%RCL0.1%

2.4%SPG0.1%

Held in common4.5%

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AIWP	iShares Russell Mid-Cap Growth ETFRead Desk		0.23%	0.41%	+4.1%	−5.5%	−5.9%	+13.7%	+1.8%	−16.7%	$17.4B

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AIWP	iShares Russell Mid-Cap Growth ETFRead Desk		0.23%	0.41%	+4.1%	−5.5%	−5.9%	+13.7%	+1.8%	−16.7%	$17.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWP vs SPYM

IWP

iShares Russell Mid-Cap Growth

$10,953

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureIWPSPYM

Fee0.23%0.02%

Cost on $10k a year$23$2

Yield0.41%1.03%

5 years, per year+1.8%+11.9%

3 years, per year+13.7%+22.0%

Worst drop · 1Y−16.7%−8.9%

Volatility · 1Y20.1%13.7%

6–0measures won
SPYM first

4.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IWP, SPYM

Today

4.5%most shared, IWP and SPYM

IWPSPYM

IWP—4.5%

SPYM4.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

IWP$41 − $23 = $18

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee