SPMD vs IWR

ASPMD

BIWR

Measures won2–3IWR wins · of 6 · 5Y

$10,000 · 5Y$13,924IWR · SPMD $13,914

Lowest cost0.03%SPMD · $3 on $10k

Most income1.33%SPMD · $133 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common21.4%SPMD and IWR

SPMD

IWR

State Street SPDR Portfolio S&P 400 Mid Cap ETF · $19.0BiShares Russell Mid-Cap ETF · $56.9B

+16.5%3 years · per year$15,808 · $16,955+19.2%

+6.8%5 years · per year$13,914 · $13,924+6.8%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.33%12-mo yield$133 · $118 on $10k1.18%

−8.9%Worst dropSmaller wins−8.2%

15.6%VolatilityLower wins13.8%

2–3IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPMD · IWR

0.7%FTI0.2%

0.7%USFD0.2%

0.7%UTHR0.2%

0.7%THC0.2%

Held in common21.4%

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

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B
2	ASPMD	State Street SPDR Portfolio S&P 400 Mid Cap ETFRead Desk		0.03%	1.33%	+0.6%	+10.2%	+12.8%	+16.5%	+6.8%	−8.9%	$19.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.18%	+0.1%	+12.9%	+14.7%	+19.2%	+6.8%	−8.2%	$56.9B
2	ASPMD	State Street SPDR Portfolio S&P 400 Mid Cap ETFRead Desk		0.03%	1.33%	+0.6%	+10.2%	+12.8%	+16.5%	+6.8%	−8.9%	$19.0B

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

SPMD vs IWR

SPMD

SPDR Portfolio S&P 400 Mid Cap

$13,914

IWR

iShares Russell Mid-Cap

$13,924

MeasureSPMDIWR

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.33%1.18%

5 years, per year+6.8%+6.8%

3 years, per year+16.5%+19.2%

Worst drop · 1Y−8.9%−8.2%

Volatility · 1Y15.6%13.8%

3–2measures won
IWR first

21.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SPMD, IWR

Today

21.4%most shared, SPMD and IWR

SPMDIWR

SPMD—21.4%

IWR21.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$130most kept, SPMD

SPMD$133 − $3 = $130

IWR$118 − $18 = $100

KeptFee

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