IWS vs SPY

AIWS

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · SPY $17,493

Lowest cost0.03%IVV · $3 on $10k

Most income1.28%IWS · $128 on $10k

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

Held in common12.1%IWS and SPY

IWS

SPY

iShares Russell Mid-Cap Value ETF · $14.7BState Street SPDR S&P 500 ETF · $778B

+21.0%3 years · per year$17,698 · $18,118+21.9%

+9.2%5 years · per year$15,539 · $17,493+11.8%

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

1.28%12-mo yield$128 · $101 on $10k1.01%

−7.5%Worst dropSmaller wins−8.9%

13.5%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWS · SPY

0.5%MPC0.2%

0.9%PSX0.2%

0.9%MRNA0.1%

0.3%RCL0.1%

Held in common12.1%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AIWS	iShares Russell Mid-Cap Value ETFRead Desk	0.23%	1.28%	+2.4%	+23.5%	+27.7%	+21.0%	+9.2%	−7.5%	$14.7B

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AIWS	iShares Russell Mid-Cap Value ETFRead Desk	0.23%	1.28%	+2.4%	+23.5%	+27.7%	+21.0%	+9.2%	−7.5%	$14.7B

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

IWS vs SPY

IWS

iShares Russell Mid-Cap Value

$15,539

SPY

SPDR S&P 500

$17,493

MeasureIWSSPY

Fee0.23%0.09%

Cost on $10k a year$23$9

Yield1.28%1.01%

5 years, per year+9.2%+11.8%

3 years, per year+21.0%+21.9%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y13.5%13.7%

3–3measures won
level

12.1%

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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

Overlap: IWS, SPY, IVV

Today

99.9%most shared, SPY and IVV

IWSSPYIVV

IWS—12.1%12.1%

SPY12.1%—99.9%

IVV12.1%99.9%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

IWS$128 − $23 = $105

SPY$101 − $9 = $92

KeptFee

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