SPYM vs SVAL

ASPYM

BSVAL

Measures won5–1SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · SVAL $14,792

Lowest cost0.02%SPYM · $2 on $10k

Most income2.20%SVAL · $220 on $10k

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

Held in common0.0%SPYM and SVAL

State Street SPDR Portfolio S&P 500 ETF · $183BiShares US Small Cap Value Factor ETF · $161M

+21.5%3 years · per year$17,936 · $16,673+18.6%

+11.8%5 years · per year$17,429 · $14,792+8.1%

0.02%Expense ratio$2 · $20 on $10k · lower wins0.20%

1.03%12-mo yield$103 · $220 on $10k2.20%

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

5Y2 funds

#			Trend
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$183.2B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.20%	−0.3%	+24.9%	+31.4%	+18.6%	+8.1%	−9.0%	$161M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$183.2B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.20%	−0.3%	+24.9%	+31.4%	+18.6%	+8.1%	−9.0%	$161M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPYM

SPDR Portfolio S&P 500

$17,429

SVAL

iShares US Small Cap Value Factor

$14,792

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