MSML vs SPY

AMSML

BSPY

Measures won2–0MSML wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.04%MSML · $4 on $10k

Most income1.37%MSML · $137 on $10k

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

Held in common1.2%MSML and SPY

MSML

SPY

iShares MSCI USA Small-Cap ETF · $281MState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.04%Expense ratio$4 · $9 on $10k · lower wins0.09%

1.37%12-mo yield$137 · $103 on $10k1.03%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.6%

2–0MSML wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSML · SPY

1.3%MRNA0.1%

0.3%VTRS0.0%

0.3%HST0.0%

0.3%RVTY0.0%

Held in common1.2%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AMSML	iShares MSCI USA Small-Cap ETFRead Desk		0.04%	1.37%	−3.9%	new	new	new	new	[…]	$281M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AMSML	iShares MSCI USA Small-Cap ETFRead Desk		0.04%	1.37%	−3.9%	new	new	new	new	[…]	$281M

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

MSML vs SPY

MSML

iShares MSCI USA Small-Cap

[…]

SPY

SPDR S&P 500

$17,099

MeasureMSMLSPY

Fee0.04%0.09%

Cost on $10k a year$4$9

Yield1.37%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.6%

2–0measures won
MSML first

1.2%

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: MSML, SPY

Today

1.2%most shared, MSML and SPY

MSMLSPY

MSML—1.2%

SPY1.2%—

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

Income After Fees on $10,000

$133most kept, MSML

MSML$137 − $4 = $133

SPY$103 − $9 = $94

KeptFee

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