Compare · 3 funds side by side · dividends reinvested

DIVL, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

DIVL, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Madison Dividend Value ETFIncome · Dividend stocks0.65%1.73%+15.4%+18.9%+15.0%[…]−6.9%11.0%$64M1.6

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DIVL 2023 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Madison Dividend Value ETF · $64M[…]

DIVL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 12.4% in common

DIVLMeasureSPYM

+15.4%Year to dateJan 1 → Nov 5+8.4%

+18.9%1 yearTotal return+9.8%

+15.0%3 years · per year$10,000 became $15,228 · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.65%Expense ratio$65 · $2 a year on $10k · lower is better0.02%

1.73%Trailing 12-mo yield$173 · $106 a year on $10k1.06%

−6.9%Worst dropSmaller is better−8.9%

11.0%VolatilityLower is calmer13.6%

DIVLSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2DIVL wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DIVL vs SPYM: Top 5 Holdings

Today

DIVL

23.3%in top 5

SPYM

in top 527.7%

DIVLStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.4%JNJnot top 5

5.0%CVXnot top 5

4.9%XOMnot top 5

4.0%CMEnot top 5

not top 5AMZN3.9%

3.9%ABBVnot top 5

not top 5GOOGL2.6%

Held in common12.4%

End-of-day Nov 5, 2026 · share of each fund

DIVL vs SPYM Returns, Every Period

Madison FundsDIVL

+18.9%

past year

SPYMSPDR

+9.8%

past year

DIVLSPYMFaded: behind in that period

2–1DIVL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: DIVL vs SPYM

YTD

Madison FundsDIVL

+15.4%

SPYMSPDR

+8.4%

+15.4%Year to date+8.4%

−6.9%Worst drop · 1Y−8.9%

11.0%Volatility · 1Y13.6%

1.7%Yield1.1%

$63.8MAssets$182B

4–0DIVL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIVL, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

DIVL0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DIVL, SPYM, SPY

1.73%highest, DIVL

FundTrailing yieldYield$10k

DIVL1.73%$173

SPYM1.06%$106

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, DIVL

DIVL$173 − $65 = $108

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DIVL, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

DIVLSPYMSPY

DIVL—12.4%12.4%

SPYM12.4%—99.9%

SPY12.4%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.9%DIVL, at 11.0% volatility

DIVLWorst drop−6.9%11.0% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DIVLSPYM

+15.4%Year to date+8.4%

1.7%Yield1.1%

+18.9%Past year+9.8%

0.65%Fee0.02%

3–1DIVL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026