SPY vs WCMI

ASPY

BWCMI

Measures won4–0SPY wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · SPY $18,060

Lowest cost0.02%SPYM · $2 on $10k

Most income3.34%IEFA · $334 on $10k

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

Held in common0.2%SPY and WCMI

SPY

WCMI

State Street SPDR S&P 500 ETF · $805BFirst Trust WCM International Equity ETF · $2.1B

+24.1%3 years · per year$19,132 · […][…]

+12.6%5 years · per year$18,060 · […][…]

0.09%Expense ratio$9 · $85 on $10k · lower wins0.85%

0.99%12-mo yield$99 · $56 on $10k0.56%

−8.9%Worst dropSmaller wins−12.5%

12.9%VolatilityLower wins20.5%

4–0SPY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSPY · WCMI

0.2%CB1.5%

0.0%BG1.4%

Held in common0.2%

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 Four

5Y4 funds

#
1	SPYM	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	ASPY	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	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.34%	+2.5%	+11.9%	+15.8%	+20.6%	+8.8%	−11.5%	$193.1B
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.56%	+1.8%	+9.1%	+10.8%	new	new	−12.5%	$2.1B

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

All Four

5Y4 funds

#
1	SPYM	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	ASPY	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	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.34%	+2.5%	+11.9%	+15.8%	+20.6%	+8.8%	−11.5%	$193.1B
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.56%	+1.8%	+9.1%	+10.8%	new	new	−12.5%	$2.1B

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

SPY vs WCMI

SPY

SPDR S&P 500

$18,060

WCMI

First Trust WCM International Equity

[…]

MeasureSPYWCMI

Fee0.09%0.85%

Cost on $10k a year$9$85

Yield0.99%0.56%

5 years, per year+12.6%[…]

3 years, per year+24.1%[…]

Worst drop · 1Y−8.9%−12.5%

Volatility · 1Y12.9%20.5%

4–0measures won
SPY first

0.2%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

End-of-day Nov 4, 2026

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, WCMI, IEFA, SPY

Today

99.8%most shared, SPYM and SPY

SPYMWCMIIEFASPY

SPYM—0.2%0.0%99.8%

WCMI0.2%—4.1%0.2%

IEFA0.0%4.1%—0.0%

SPY99.8%0.2%0.0%—

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

Income After Fees on $10,000

$327most kept, IEFA

IEFA$334 − $7 = $327

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

WCMI$56 − $85 = −$29

KeptFee

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