SPSM vs IWF

ASPSM

BIWF

Measures won4–2SPSM wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · SPSM $13,187

Lowest cost0.03%SPSM · $3 on $10k

Most income1.54%SPSM · $154 on $10k

Smallest drop−9.6%SPSM · worst fall in 1Y

Held in common0.1%SPSM and IWF

SPSM

IWF

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.1BiShares Russell 1000 Growth ETF · $121B

+17.5%3 years · per year$16,234 · $17,073+19.5%

+5.7%5 years · per year$13,187 · $15,330+8.9%

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

1.54%12-mo yield$154 · $39 on $10k0.39%

−9.6%Worst dropSmaller wins−14.6%

16.2%VolatilityLower wins19.3%

4–2SPSM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPSM · IWF

0.5%ETSY0.0%

0.2%POWL0.0%

0.2%ECG0.0%

0.3%MSGK0.0%

Held in common0.1%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	ASPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk		0.03%	1.54%	−3.8%	+15.4%	+19.5%	+17.5%	+5.7%	−9.6%	$16.1B

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	ASPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk		0.03%	1.54%	−3.8%	+15.4%	+19.5%	+17.5%	+5.7%	−9.6%	$16.1B

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

SPSM vs IWF

SPSM

SPDR Portfolio S&P 600 Small Cap

$13,187

IWF

iShares Russell 1000 Growth

$15,330

MeasureSPSMIWF

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.54%0.39%

5 years, per year+5.7%+8.9%

3 years, per year+17.5%+19.5%

Worst drop · 1Y−9.6%−14.6%

Volatility · 1Y16.2%19.3%

4–2measures won
SPSM first

0.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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: SPSM, IWF

Today

0.1%most shared, SPSM and IWF

SPSMIWF

SPSM—0.1%

IWF0.1%—

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

Income After Fees on $10,000

$151most kept, SPSM

SPSM$154 − $3 = $151

IWF$39 − $18 = $21

KeptFee

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