IWV vs SPYM

AIWV

BSPYM

Measures won0–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · IWV $16,483

Lowest cost0.02%SPYM · $2 on $10k

Most income1.02%SPYM · $102 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common88.8%IWV and SPYM

iShares Russell 3000 ETF · $20.6BState Street SPDR Portfolio S&P 500 ETF · $183B

+21.2%3 years · per year$17,812 · $18,024+21.7%

+10.5%5 years · per year$16,483 · $17,408+11.7%

0.20%Expense ratio$20 · $2 on $10k · lower wins0.02%

0.88%12-mo yield$88 · $102 on $10k1.02%

End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	AIWV	iShares Russell 3000 ETFRead Desk		0.20%	0.88%	−0.4%	+11.8%	+12.0%	+21.2%	+10.5%	−8.9%	$20.6B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	AIWV	iShares Russell 3000 ETFRead Desk		0.20%	0.88%	−0.4%	+11.8%	+12.0%	+21.2%	+10.5%	−8.9%	$20.6B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWV

iShares Russell 3000

$16,484

SPYM

SPDR Portfolio S&P 500

$17,408

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