SPSM vs IWM

ASPSM

BIWM

Measures won5–1SPSM wins · of 6 · 5Y

$10,000 · 5Y$13,969SPSM · IWM $13,509

Lowest cost0.03%SPSM · $3 on $10k

Most income1.48%SPSM · $148 on $10k

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

Held in common47.9%SPSM and IWM

SPSM

IWM

State Street SPDR Portfolio S&P 600 Small Cap ETF · $16.1BiShares Russell 2000 ETF · $75.8B

+19.4%3 years · per year$17,020 · $18,002+21.6%

+6.9%5 years · per year$13,969 · $13,509+6.2%

0.03%Expense ratio$3 · $19 on $10k · lower wins0.19%

1.48%12-mo yield$148 · $96 on $10k0.96%

−9.6%Worst dropSmaller wins−11.1%

15.8%VolatilityLower wins18.2%

5–1SPSM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPSM · IWM

0.6%VSAT0.3%

0.5%JXN0.3%

0.5%RHP0.3%

0.5%SM0.3%

Held in common47.9%

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	ASPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk		0.03%	1.48%	+1.3%	+19.9%	+22.8%	+19.4%	+6.9%	−9.6%	$16.1B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B

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	ASPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk		0.03%	1.48%	+1.3%	+19.9%	+22.8%	+19.4%	+6.9%	−9.6%	$16.1B
2	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$75.8B

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

SPSM vs IWM

SPSM

SPDR Portfolio S&P 600 Small Cap

$13,969

IWM

iShares Russell 2000

$13,509

MeasureSPSMIWM

Fee0.03%0.19%

Cost on $10k a year$3$19

Yield1.48%0.96%

5 years, per year+6.9%+6.2%

3 years, per year+19.4%+21.6%

Worst drop · 1Y−9.6%−11.1%

Volatility · 1Y15.8%18.2%

5–1measures won
SPSM first

47.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SPSM, IWM

Today

47.9%most shared, SPSM and IWM

SPSMIWM

SPSM—47.9%

IWM47.9%—

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

Income After Fees on $10,000

$145most kept, SPSM

SPSM$148 − $3 = $145

IWM$96 − $19 = $77

KeptFee

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