SPYM vs IWF

ASPYM

BIWF

Measures won6–0SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IWF $15,892

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common56.0%SPYM and IWF

SPYM

IWF

State Street SPDR Portfolio S&P 500 ETF · $179BiShares Russell 1000 Growth ETF · $115B

+22.0%3 years · per year$18,161 · $17,207+19.8%

+11.9%5 years · per year$17,553 · $15,892+9.7%

0.02%Expense ratio$2 · $18 on $10k · lower wins0.18%

1.03%12-mo yield$103 · $38 on $10k0.38%

−8.9%Worst dropSmaller wins−14.6%

13.7%VolatilityLower wins19.5%

6–0SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPYM · IWF

7.9%AAPL8.8%

7.1%NVDA14.3%

6.2%MSFT6.5%

2.6%GOOGL5.5%

Held in common56.0%

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

Both

5Y2 funds

#			Trend
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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

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

Both

5Y2 funds

#			Trend
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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

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 IWF

SPYM

SPDR Portfolio S&P 500

$17,553

IWF

iShares Russell 1000 Growth

$15,892

MeasureSPYMIWF

Fee0.02%0.18%

Cost on $10k a year$2$18

Yield1.03%0.38%

5 years, per year+11.9%+9.7%

3 years, per year+22.0%+19.8%

Worst drop · 1Y−8.9%−14.6%

Volatility · 1Y13.7%19.5%

6–0measures won
SPYM first

56.0%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SPYM, IWF

Today

56.0%most shared, SPYM and IWF

SPYMIWF

SPYM—56.0%

IWF56.0%—

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

IWF$38 − $18 = $20

KeptFee

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