SIZE vs SPY

ASIZE

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · SIZE $14,800

Lowest cost0.09%SPY · $9 on $10k

Most income1.34%SIZE · $134 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common42.1%SIZE and SPY

SIZE

SPY

iShares MSCI USA Size Factor ETF · $434MState Street SPDR S&P 500 ETF · $798B

+20.0%3 years · per year$17,299 · $19,132+24.1%

+8.2%5 years · per year$14,800 · $18,060+12.6%

0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%

1.34%12-mo yield$134 · $99 on $10k0.99%

−8.0%Worst dropSmaller wins−8.9%

12.7%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSIZE · SPY

0.3%CRWD0.4%

0.3%TMO0.4%

0.3%PANW0.4%

0.2%APH0.3%

Held in common42.1%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$434M

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$434M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SIZE vs SPY

SIZE

iShares MSCI USA Size Factor

$14,800

SPY

SPDR S&P 500

$18,060

MeasureSIZESPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield1.34%0.99%

5 years, per year+8.2%+12.6%

3 years, per year+20.0%+24.1%

Worst drop · 1Y−8.0%−8.9%

Volatility · 1Y12.7%12.9%

3–3measures won
level

42.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SIZE, SPY

Today

42.1%most shared, SIZE and SPY

SIZESPY

SIZE—42.1%

SPY42.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, SIZE

SIZE$134 − $15 = $119

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee