SPYM vs ISCG

ASPYM

BISCG

Measures won6–0SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VTI $16,375

Lowest cost0.02%SPYM · $2 on $10k

Most income1.09%VTI · $109 on $10k

Smallest drop−8.9%SPYM · 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 · $934M

+21.8%3 years · per year$18,082 · $16,813+18.9%

+11.4%5 years · per year$17,192 · $11,960+3.6%

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

1.05%12-mo yield$105 · $67 on $10k0.67%

−8.9%Worst dropSmaller wins−11.4%

13.6%VolatilityLower wins18.5%

6–0SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPYM · ISCG

0.0%OKTA1.0%

0.0%HAS0.2%

0.0%RVTY0.2%

0.0%NDSN0.5%

Held in common0.7%

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

All Three

5Y3 funds

#
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.67%	+0.9%	+7.9%	+9.1%	+18.9%	+3.6%	−11.4%	$934M

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

SPYM vs ISCG

SPYM

SPDR Portfolio S&P 500

$17,192

ISCG

iShares Morningstar Small-Cap Growth

$11,960

MeasureSPYMISCG

Fee0.02%0.06%

Cost on $10k a year$2$6

Yield1.05%0.67%

5 years, per year+11.4%+3.6%

3 years, per year+21.8%+18.9%

Worst drop · 1Y−8.9%−11.4%

Volatility · 1Y13.6%18.5%

6–0measures won
SPYM first

0.7%

holdings shared

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

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

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

Overlap: SPYM, ISCG, VTI

Today

85.5%most shared, SPYM and VTI

SPYMISCGVTI

SPYM—0.7%85.5%

ISCG0.7%—5.5%

VTI85.5%5.5%—

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

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

SPYM$105 − $2 = $103

ISCG$67 − $6 = $61

KeptFee

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