TOK vs SPYM

ATOK

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income1.30%TOK · $130 on $10k

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

Held in common74.6%TOK and SPYM

TOK

SPYM

iShares MSCI Kokusai ETF · $236MState Street SPDR Portfolio S&P 500 ETF · $179B

+21.3%3 years · per year$17,847 · $18,161+22.0%

+10.7%5 years · per year$16,651 · $17,553+11.9%

0.25%Expense ratio$25 · $2 on $10k · lower wins0.02%

1.30%12-mo yield$130 · $103 on $10k1.03%

−9.1%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.7%

2–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTOK · SPYM

6.1%AAPL7.9%

5.2%NVDA7.1%

4.5%MSFT6.2%

3.0%AMZN4.0%

Held in common74.6%

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 Three

5Y3 funds

#
1	BSPYM	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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	ATOK	iShares MSCI Kokusai ETFRead Desk	0.25%	1.30%	+2.4%	+10.8%	+13.9%	+21.3%	+10.7%	−9.1%	$236M

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	ATOK	iShares MSCI Kokusai ETFRead Desk	0.25%	1.30%	+2.4%	+10.8%	+13.9%	+21.3%	+10.7%	−9.1%	$236M

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

TOK vs SPYM

TOK

iShares MSCI Kokusai

$16,651

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureTOKSPYM

Fee0.25%0.02%

Cost on $10k a year$25$2

Yield1.30%1.03%

5 years, per year+10.7%+11.9%

3 years, per year+21.3%+22.0%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.3%13.7%

4–2measures won
SPYM first

74.6%

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: TOK, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

TOKSPYMIVV

TOK—74.6%74.6%

SPYM74.6%—99.9%

IVV74.6%99.9%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

TOK$130 − $25 = $105

SPYM$103 − $2 = $101

KeptFee

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