SMMV vs SPY

ASMMV

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · SMMV $13,866

Lowest cost0.09%SPY · $9 on $10k

Most income1.54%SMMV · $154 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common0.3%SMMV and SPY

SMMV

SPY

iShares MSCI USA Small-Cap Min Vol Factor ETF · $285MState Street SPDR S&P 500 ETF · $805B

+16.1%3 years · per year$15,637 · $19,132+24.1%

+6.8%5 years · per year$13,866 · $18,060+12.6%

0.20%Expense ratio$20 · $9 on $10k · lower wins0.09%

1.54%12-mo yield$154 · $99 on $10k0.99%

−7.0%Worst dropSmaller wins−8.9%

9.5%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSMMV · SPY

0.4%APA0.0%

0.2%ALLE0.0%

0.4%TYL0.0%

0.5%AIZ0.0%

Held in common0.3%

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%	$804.8B
2	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.54%	+1.9%	+11.8%	+15.9%	+16.1%	+6.8%	−7.0%	$285M

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%	$804.8B
2	ASMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.54%	+1.9%	+11.8%	+15.9%	+16.1%	+6.8%	−7.0%	$285M

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

SMMV vs SPY

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,866

SPY

SPDR S&P 500

$18,060

MeasureSMMVSPY

Fee0.20%0.09%

Cost on $10k a year$20$9

Yield1.54%0.99%

5 years, per year+6.8%+12.6%

3 years, per year+16.1%+24.1%

Worst drop · 1Y−7.0%−8.9%

Volatility · 1Y9.5%12.9%

3–3measures won
level

0.3%

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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SMMV, SPY

Today

0.3%most shared, SMMV and SPY

SMMVSPY

SMMV—0.3%

SPY0.3%—

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

Income After Fees on $10,000

$134most kept, SMMV

SMMV$154 − $20 = $134

SPY$99 − $9 = $90

KeptFee

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