SIZE vs SPYM

ASIZE

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · IVV $17,151

Lowest cost0.02%SPYM · $2 on $10k

Most income1.39%SIZE · $139 on $10k

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

Held in common41.9%SIZE and SPYM

SIZE

SPYM

iShares MSCI USA Size Factor ETF · $426MState Street SPDR Portfolio S&P 500 ETF · $182B

+18.4%3 years · per year$16,580 · $18,222+22.1%

+7.2%5 years · per year$14,165 · $17,164+11.4%

0.15%Expense ratio$15 · $2 on $10k · lower wins0.02%

1.39%12-mo yield$139 · $106 on $10k1.06%

−8.0%Worst dropSmaller wins−8.9%

13.2%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIZE · SPYM

0.3%TMO0.4%

0.3%CRWD0.4%

0.2%AMGN0.4%

0.2%PANW0.4%

Held in common41.9%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$426M

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.39%	−3.3%	+11.1%	+13.6%	+18.4%	+7.2%	−8.0%	$426M

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

SIZE vs SPYM

SIZE

iShares MSCI USA Size Factor

$14,165

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureSIZESPYM

Fee0.15%0.02%

Cost on $10k a year$15$2

Yield1.39%1.06%

5 years, per year+7.2%+11.4%

3 years, per year+18.4%+22.1%

Worst drop · 1Y−8.0%−8.9%

Volatility · 1Y13.2%13.6%

3–3measures won
level

41.9%

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SIZE, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

SIZESPYMIVV

SIZE—41.9%41.9%

SPYM41.9%—99.9%

IVV41.9%99.9%—

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

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

KeptFee

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