XJR vs SPY

AXJR

BSPY

Measures won0–6SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · XJR $13,084

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common0.0%XJR and SPY

XJR

SPY

iShares ESG Select Screened S&P Small-Cap ETF · $210MState Street SPDR S&P 500 ETF · $819B

+17.3%3 years · per year$16,158 · $18,039+21.7%

+5.5%5 years · per year$13,084 · $17,118+11.3%

0.12%Expense ratio$12 · $9 on $10k · lower wins0.09%

0.95%12-mo yield$95 · $103 on $10k1.03%

−10.2%Worst dropSmaller wins−8.9%

16.8%VolatilityLower wins13.6%

0–6SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsXJR · SPY

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk		0.12%	0.95%	−0.1%	+15.4%	+16.8%	+17.3%	+5.5%	−10.2%	$210M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	AXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk		0.12%	0.95%	−0.1%	+15.4%	+16.8%	+17.3%	+5.5%	−10.2%	$210M

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

XJR vs SPY

XJR

iShares ESG Select Screened S&P Small-Cap

$13,084

SPY

SPDR S&P 500

$17,118

MeasureXJRSPY

Fee0.12%0.09%

Cost on $10k a year$12$9

Yield0.95%1.03%

5 years, per year+5.5%+11.3%

3 years, per year+17.3%+21.7%

Worst drop · 1Y−10.2%−8.9%

Volatility · 1Y16.8%13.6%

5–0measures won
SPY 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XJR, SPY

Today

0.0%most shared, XJR and SPY

XJRSPY

XJR—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

XJR$95 − $12 = $83

KeptFee

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