SPYM vs ISCG

ASPYM

BISCG

Measures won6–0SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · SPY $18,060

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

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

Held in common0.7%SPYM and ISCG

SPYM

ISCG

State Street SPDR Portfolio S&P 500 ETF · $182BiShares Morningstar Small-Cap Growth ETF · $974M

+24.3%3 years · per year$19,186 · $17,783+21.2%

+12.6%5 years · per year$18,126 · $12,768+5.0%

0.02%Expense ratio$2 · $6 on $10k · lower wins0.06%

1.01%12-mo yield$101 · $65 on $10k0.65%

−8.9%Worst dropSmaller wins−11.4%

12.8%VolatilityLower wins18.0%

6–0SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPYM · ISCG

0.0%OKTA1.1%

0.0%RVTY0.2%

0.0%NDSN0.6%

0.0%IEX0.3%

Held in common0.7%

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

All Three

5Y3 funds

#
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	SPY	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
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$974M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	SPY	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
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+0.7%	+12.3%	+13.0%	+21.2%	+5.0%	−11.4%	$974M

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

SPYM vs ISCG

SPYM

SPDR Portfolio S&P 500

$18,126

ISCG

iShares Morningstar Small-Cap Growth

$12,768

MeasureSPYMISCG

Fee0.02%0.06%

Cost on $10k a year$2$6

Yield1.01%0.65%

5 years, per year+12.6%+5.0%

3 years, per year+24.3%+21.2%

Worst drop · 1Y−8.9%−11.4%

Volatility · 1Y12.8%18.0%

6–0measures won
SPYM first

0.7%

holdings shared

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

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: SPYM, ISCG, SPY

Today

99.8%most shared, SPYM and SPY

SPYMISCGSPY

SPYM—0.7%99.8%

ISCG0.7%—0.7%

SPY99.8%0.7%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

ISCG$65 − $6 = $59

KeptFee

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