IWX vs SPYM

AIWX

BSPYM

Measures won5–1IWX wins · of 6 · 5Y

$10,000 · 5Y$18,033IWX · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income1.36%IWX · $136 on $10k

Smallest drop−6.6%IWX · worst fall in 1Y

Held in common51.9%IWX and SPYM

IWX

SPYM

iShares Russell Top 200 Value ETF · $4.0BState Street SPDR Portfolio S&P 500 ETF · $185B

+24.3%3 years · per year$19,219 · $19,092+24.1%

+12.5%5 years · per year$18,033 · $17,749+12.2%

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

1.36%12-mo yield$136 · $103 on $10k1.03%

−6.6%Worst dropSmaller wins−8.9%

10.6%VolatilityLower wins12.7%

5–1IWX wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWX · SPYM

8.3%AAPL7.7%

7.1%MSFT5.9%

7.8%AMZN3.6%

3.7%BRK-B1.5%

Held in common51.9%

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

Both

5Y2 funds

#			Trend
1	AIWX	iShares Russell Top 200 Value ETFRead Desk		0.20%	1.36%	−0.3%	+24.8%	+29.5%	+24.3%	+12.5%	−6.6%	$4.0B
2	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

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

Both

5Y2 funds

#			Trend
1	AIWX	iShares Russell Top 200 Value ETFRead Desk		0.20%	1.36%	−0.3%	+24.8%	+29.5%	+24.3%	+12.5%	−6.6%	$4.0B
2	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

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

IWX vs SPYM

IWX

iShares Russell Top 200 Value

$18,033

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureIWXSPYM

Fee0.20%0.02%

Cost on $10k a year$20$2

Yield1.36%1.03%

5 years, per year+12.5%+12.2%

3 years, per year+24.3%+24.1%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y10.6%12.7%

5–1measures won
IWX first

51.9%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

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: IWX, SPYM

Today

51.9%most shared, IWX and SPYM

IWXSPYM

IWX—51.9%

SPYM51.9%—

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

Income After Fees on $10,000

$116most kept, IWX

IWX$136 − $20 = $116

SPYM$103 − $2 = $101

KeptFee

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