SPYM vs ISCG

ASPYM

BISCG

Measures won6–0SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · VOO $17,543

Lowest cost0.02%SPYM · $2 on $10k

Most income1.07%VOO · $107 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 · $179BiShares Morningstar Small-Cap Growth ETF · $934M

+22.0%3 years · per year$18,161 · $17,100+19.6%

+11.9%5 years · per year$17,553 · $12,106+3.9%

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

1.03%12-mo yield$103 · $65 on $10k0.65%

−8.9%Worst dropSmaller wins−11.4%

13.7%VolatilityLower wins18.8%

6–0SPYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSPYM · ISCG

0.0%OKTA1.0%

0.0%RVTY0.2%

0.0%HAS0.2%

0.0%IEX0.3%

Held in common0.7%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$934M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BISCG	iShares Morningstar Small-Cap Growth ETFRead Desk	0.06%	0.65%	+3.6%	+11.8%	+14.9%	+19.6%	+3.9%	−11.4%	$934M

End-of-day Nov 9, 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

$17,553

ISCG

iShares Morningstar Small-Cap Growth

$12,106

MeasureSPYMISCG

Fee0.02%0.06%

Cost on $10k a year$2$6

Yield1.03%0.65%

5 years, per year+11.9%+3.9%

3 years, per year+22.0%+19.6%

Worst drop · 1Y−8.9%−11.4%

Volatility · 1Y13.7%18.8%

6–0measures won
SPYM first

0.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: SPYM, ISCG, VUG, VOO

Today

92.7%most shared, SPYM and VOO

SPYMISCGVUGVOO

SPYM—0.7%55.1%92.7%

ISCG0.7%—0.2%0.6%

VUG55.1%0.2%—58.2%

VOO92.7%0.6%58.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

ISCG$65 − $6 = $59

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee