SMLF vs SPYM

ASMLF

BSPYM

Measures won1–5SPYM 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−8.7%SMLF · worst fall in 1Y

Held in common1.1%SMLF and SPYM

SMLF

SPYM

iShares U.S. Small-Cap Equity Factor ETF · $4.2BState Street SPDR Portfolio S&P 500 ETF · $178B

+20.9%3 years · per year$17,680 · $18,082+21.8%

+9.5%5 years · per year$15,772 · $17,192+11.4%

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

1.02%12-mo yield$102 · $105 on $10k1.05%

−8.7%Worst dropSmaller wins−8.9%

17.3%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMLF · SPYM

0.5%P0.0%

0.7%WSM0.0%

0.6%TPR0.0%

0.7%EME0.0%

Held in common1.1%

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%	$177.9B
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%	$852.9B
3	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B

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%	$177.9B
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%	$852.9B
3	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B

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

SMLF vs SPYM

SMLF

iShares U.S. Small-Cap Equity Factor

$15,772

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureSMLFSPYM

Fee0.15%0.02%

Cost on $10k a year$15$2

Yield1.02%1.05%

5 years, per year+9.5%+11.4%

3 years, per year+20.9%+21.8%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y17.3%13.6%

5–1measures won
SPYM first

1.1%

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%

$178BAssets$778B

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$853B

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: SMLF, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

SMLFSPYMIVV

SMLF—1.1%1.1%

SPYM1.1%—99.9%

IVV1.1%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

SMLF$102 − $15 = $87

KeptFee

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