IWS vs SPY

AIWS

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · IWS $15,956

Lowest cost0.09%SPY · $9 on $10k

Most income1.27%IWS · $127 on $10k

Smallest drop−7.5%IWS · worst fall in 1Y

Held in common12.0%IWS and SPY

IWS

SPY

iShares Russell Mid-Cap Value ETF · $14.9BState Street SPDR S&P 500 ETF · $805B

+22.7%3 years · per year$18,488 · $19,132+24.1%

+9.8%5 years · per year$15,956 · $18,060+12.6%

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

1.27%12-mo yield$127 · $99 on $10k0.99%

−7.5%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWS · SPY

0.6%MPC0.2%

1.0%PSX0.2%

0.8%MRNA0.1%

0.3%RCL0.1%

Held in common12.0%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.27%	+1.7%	+24.2%	+27.4%	+22.7%	+9.8%	−7.5%	$14.9B

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.27%	+1.7%	+24.2%	+27.4%	+22.7%	+9.8%	−7.5%	$14.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWS vs SPY

IWS

iShares Russell Mid-Cap Value

$15,956

SPY

SPDR S&P 500

$18,060

MeasureIWSSPY

Fee0.23%0.09%

Cost on $10k a year$23$9

Yield1.27%0.99%

5 years, per year+9.8%+12.6%

3 years, per year+22.7%+24.1%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y13.1%12.9%

4–2measures won
SPY first

12.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IWS, SPY

Today

12.0%most shared, IWS and SPY

IWSSPY

IWS—12.0%

SPY12.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, IWS

IWS$127 − $23 = $104

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee