IWR vs SPY

AIWR

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · IWR $13,924

Lowest cost0.09%SPY · $9 on $10k

Most income1.18%IWR · $118 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common13.7%IWR and SPY

IWR

SPY

iShares Russell Mid-Cap ETF · $56.8BState Street SPDR S&P 500 ETF · $819B

+19.2%3 years · per year$16,955 · $18,039+21.7%

+6.8%5 years · per year$13,924 · $17,118+11.3%

0.18%Expense ratio$18 · $9 on $10k · lower wins0.09%

1.18%12-mo yield$118 · $103 on $10k1.03%

−8.2%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWR · SPY

0.8%MPC0.2%

0.7%PSX0.2%

0.7%MRNA0.1%

0.6%RCL0.1%

Held in common13.7%

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	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%	$818.5B
2	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.8B

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%	$818.5B
2	AIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.8B

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

IWR vs SPY

IWR

iShares Russell Mid-Cap

$13,924

SPY

SPDR S&P 500

$17,118

MeasureIWRSPY

Fee0.18%0.09%

Cost on $10k a year$18$9

Yield1.18%1.03%

5 years, per year+6.8%+11.3%

3 years, per year+19.2%+21.7%

Worst drop · 1Y−8.2%−8.9%

Volatility · 1Y13.8%13.6%

4–2measures won
SPY first

13.7%

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IWR, SPY

Today

13.7%most shared, IWR and SPY

IWRSPY

IWR—13.7%

SPY13.7%—

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

Income After Fees on $10,000

$100most kept, IWR

IWR$118 − $18 = $100

SPY$103 − $9 = $94

KeptFee

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