SMMD vs SPY

ASMMD

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · SMMD $13,516

Lowest cost0.09%SPY · $9 on $10k

Most income1.18%SMMD · $118 on $10k

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

Held in common1.2%SMMD and SPY

SMMD

SPY

iShares Russell 2500 ETF · $4.2BState Street SPDR S&P 500 ETF · $805B

+19.8%3 years · per year$17,183 · $18,174+22.0%

+6.2%5 years · per year$13,516 · $17,099+11.3%

0.23%Expense ratio$23 · $9 on $10k · lower wins0.09%

1.18%12-mo yield$118 · $103 on $10k1.03%

−9.7%Worst dropSmaller wins−8.9%

17.0%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMMD · SPY

0.3%PKG0.0%

0.3%VTRS0.0%

0.3%NI0.0%

0.3%SNA0.0%

Held in common1.2%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ASMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.18%	−3.9%	+13.9%	+17.7%	+19.8%	+6.2%	−9.7%	$4.2B

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ASMMD	iShares Russell 2500 ETFRead Desk		0.23%	1.18%	−3.9%	+13.9%	+17.7%	+19.8%	+6.2%	−9.7%	$4.2B

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

SMMD vs SPY

SMMD

iShares Russell 2500

$13,516

SPY

SPDR S&P 500

$17,099

MeasureSMMDSPY

Fee0.23%0.09%

Cost on $10k a year$23$9

Yield1.18%1.03%

5 years, per year+6.2%+11.3%

3 years, per year+19.8%+22.0%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y17.0%13.6%

5–1measures won
SPY first

1.2%

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$805B

2–0SPYM wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SMMD, SPY

Today

1.2%most shared, SMMD and SPY

SMMDSPY

SMMD—1.2%

SPY1.2%—

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

Income After Fees on $10,000

$95most kept, SMMD

SMMD$118 − $23 = $95

SPY$103 − $9 = $94

KeptFee

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