WSML vs IVV

AWSML

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income2.81%WSML · $281 on $10k

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

Held in common1.2%WSML and IVV

WSML

IVV

iShares MSCI World Small-Cap ETF · $678MiShares Core S&P 500 ETF · $887B

[…]3 years · per year[…] · $19,178+24.2%

[…]5 years · per year[…] · $18,118+12.6%

0.30%Expense ratio$30 · $3 on $10k · lower wins0.03%

2.81%12-mo yield$281 · $109 on $10k1.09%

−10.7%Worst dropSmaller wins−8.9%

15.9%VolatilityLower wins12.9%

1–3IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWSML · IVV

0.7%MRNA0.1%

0.2%VTRS0.0%

0.2%RVTY0.0%

0.2%HST0.0%

Held in common1.2%

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 Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	AWSML	iShares MSCI World Small-Cap ETFRead Desk	0.30%	2.81%	+1.5%	+15.0%	+18.1%	new	new	−10.7%	$678M

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

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	AWSML	iShares MSCI World Small-Cap ETFRead Desk	0.30%	2.81%	+1.5%	+15.0%	+18.1%	new	new	−10.7%	$678M

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

WSML vs IVV

WSML

iShares MSCI World Small-Cap

[…]

IVV

iShares Core S&P 500

$18,118

MeasureWSMLIVV

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield2.81%1.09%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y−10.7%−8.9%

Volatility · 1Y15.9%12.9%

3–1measures won
IVV first

1.2%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

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: WSML, IVV, VOO

Today

94.5%most shared, IVV and VOO

WSMLIVVVOO

WSML—1.2%1.1%

IVV1.2%—94.5%

VOO1.1%94.5%—

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

Income After Fees on $10,000

$251most kept, WSML

WSML$281 − $30 = $251

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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