SCDS vs SPYM

ASCDS

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common0.2%SCDS and SPYM

SCDS

SPYM

JPMorgan Fundamental Data Science Small Core ETF · $10MState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.40%Expense ratio$40 · $2 on $10k · lower wins0.02%

1.13%12-mo yield$113 · $105 on $10k1.05%

−9.7%Worst dropSmaller wins−8.9%

17.7%VolatilityLower wins13.6%

1–3SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCDS · SPYM

0.5%SLB0.1%

0.2%BE0.1%

0.2%ECHO0.0%

Held in common0.2%

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	ASCDS	JPMorgan Fundamental Data Science Small Core ETFRead Desk	0.40%	1.13%	+0.6%	+18.7%	+20.2%	new	new	−9.7%	$10M

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	ASCDS	JPMorgan Fundamental Data Science Small Core ETFRead Desk	0.40%	1.13%	+0.6%	+18.7%	+20.2%	new	new	−9.7%	$10M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCDS vs SPYM

SCDS

JPMorgan Fundamental Data Science Small Core

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureSCDSSPYM

Fee0.40%0.02%

Cost on $10k a year$40$2

Yield1.13%1.05%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y17.7%13.6%

3–0measures won
SPYM first

0.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: SCDS, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

SCDSSPYMIVV

SCDS—0.2%0.2%

SPYM0.2%—99.9%

IVV0.2%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

SCDS$113 − $40 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee