SIZE vs SPYM

ASIZE

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · SPY $17,493

Lowest cost0.02%SPYM · $2 on $10k

Most income1.36%SIZE · $136 on $10k

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

Held in common42.0%SIZE and SPYM

SIZE

SPYM

iShares MSCI USA Size Factor ETF · $425MState Street SPDR Portfolio S&P 500 ETF · $179B

+18.1%3 years · per year$16,483 · $18,161+22.0%

+7.5%5 years · per year$14,354 · $17,553+11.9%

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

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

−8.0%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSIZE · SPYM

0.3%TMO0.4%

0.3%CRWD0.3%

0.3%ACN0.3%

0.2%AMGN0.4%

Held in common42.0%

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.36%	+2.5%	+13.4%	+16.0%	+18.1%	+7.5%	−8.0%	$425M

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.36%	+2.5%	+13.4%	+16.0%	+18.1%	+7.5%	−8.0%	$425M

End-of-day Nov 9, 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

$14,354

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureSIZESPYM

Fee0.15%0.02%

Cost on $10k a year$15$2

Yield1.36%1.03%

5 years, per year+7.5%+11.9%

3 years, per year+18.1%+22.0%

Worst drop · 1Y−8.0%−8.9%

Volatility · 1Y13.4%13.7%

3–3measures won
level

42.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SIZE, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

SIZESPYMSPY

SIZE—42.0%42.0%

SPYM42.0%—99.9%

SPY42.0%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, SIZE

SIZE$136 − $15 = $121

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee