SVAL vs SPYM

ASVAL

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VOO $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income2.25%SVAL · $225 on $10k

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

Held in common0.0%SVAL and SPYM

SVAL

SPYM

iShares US Small Cap Value Factor ETF · $158MState Street SPDR Portfolio S&P 500 ETF · $182B

+20.1%3 years · per year$17,331 · $18,082+21.8%

+8.2%5 years · per year$14,844 · $17,192+11.4%

0.20%Expense ratio$20 · $2 on $10k · lower wins0.02%

2.25%12-mo yield$225 · $105 on $10k1.05%

−9.0%Worst dropSmaller wins−8.9%

15.4%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSVAL · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BSPYM	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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$158M

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	BSPYM	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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$158M

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

SVAL vs SPYM

SVAL

iShares US Small Cap Value Factor

$14,844

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureSVALSPYM

Fee0.20%0.02%

Cost on $10k a year$20$2

Yield2.25%1.05%

5 years, per year+8.2%+11.4%

3 years, per year+20.1%+21.8%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y15.4%13.6%

5–1measures won
SPYM first

0.0%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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: SVAL, SPYM, VOO

Today

92.2%most shared, SPYM and VOO

SVALSPYMVOO

SVAL—0.0%0.0%

SPYM0.0%—92.2%

VOO0.0%92.2%—

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

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

KeptFee

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