IWS vs SPYM

AIWS

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income1.29%IWS · $129 on $10k

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

Held in common11.7%IWS and SPYM

IWS

SPYM

iShares Russell Mid-Cap Value ETF · $14.9BState Street SPDR Portfolio S&P 500 ETF · $185B

+22.3%3 years · per year$18,297 · $19,092+24.1%

+9.1%5 years · per year$15,424 · $17,749+12.2%

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

1.29%12-mo yield$129 · $103 on $10k1.03%

−7.5%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins12.7%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWS · SPYM

0.6%MPC0.2%

1.0%PSX0.2%

0.8%MRNA0.1%

0.7%HPE0.1%

Held in common11.7%

End-of-day Nov 3, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AIWS	iShares Russell Mid-Cap Value ETFRead Desk	0.23%	1.29%	−0.4%	+22.1%	+25.2%	+22.3%	+9.1%	−7.5%	$14.9B

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AIWS	iShares Russell Mid-Cap Value ETFRead Desk	0.23%	1.29%	−0.4%	+22.1%	+25.2%	+22.3%	+9.1%	−7.5%	$14.9B

End-of-day Nov 3, 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

$15,424

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureIWSSPYM

Fee0.23%0.02%

Cost on $10k a year$23$2

Yield1.29%1.03%

5 years, per year+9.1%+12.2%

3 years, per year+22.3%+24.1%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y13.0%12.7%

4–2measures won
SPYM first

11.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: IWS, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

IWSSPYMSPY

IWS—11.7%11.7%

SPYM11.7%—99.9%

SPY11.7%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IWS

IWS$129 − $23 = $106

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee