IWS vs SPYM

AIWS

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · IWS $15,312

Lowest cost0.02%SPYM · $2 on $10k

Most income1.31%IWS · $131 on $10k

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

Held in common12.0%IWS and SPYM

IWS

SPYM

iShares Russell Mid-Cap Value ETF · $14.9BState Street SPDR Portfolio S&P 500 ETF · $182B

+21.2%3 years · per year$17,821 · $18,222+22.1%

+8.9%5 years · per year$15,312 · $17,164+11.4%

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

1.31%12-mo yield$131 · $106 on $10k1.06%

−7.5%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIWS · SPYM

0.5%MPC0.2%

0.9%PSX0.2%

0.9%MRNA0.1%

0.3%RCL0.1%

Held in common12.0%

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.31%	−2.8%	+20.8%	+24.9%	+21.2%	+8.9%	−7.5%	$14.9B

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AIWS	iShares Russell Mid-Cap Value ETFRead Desk		0.23%	1.31%	−2.8%	+20.8%	+24.9%	+21.2%	+8.9%	−7.5%	$14.9B

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

Cards for this view

IWS vs SPYM

IWS

iShares Russell Mid-Cap Value

$15,312

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureIWSSPYM

Fee0.23%0.02%

Cost on $10k a year$23$2

Yield1.31%1.06%

5 years, per year+8.9%+11.4%

3 years, per year+21.2%+22.1%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y13.4%13.6%

3–3measures won
level

12.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWS, SPYM

Today

12.0%most shared, IWS and SPYM

IWSSPYM

IWS—12.0%

SPYM12.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IWS

IWS$131 − $23 = $108

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee