Compare · 2 funds side by side · dividends reinvested

DVAL and SPYM

DVALFranklin Templeton×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

DVAL and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BrandywineGLOBAL-Dynamic US Large Cap Value ETFInternational · Global0.49%5.15%+13.0%+15.8%+15.6%[…]−6.2%10.4%$60M1.4

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DVAL 2006 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M[…]

DVAL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

$10,000 five years ago, dividends reinvested

DVALMeasureSPYM

+13.0%Year to dateJan 1 → Nov 4+13.4%

+15.8%1 yearTotal return+13.5%

+15.6%3 years · per year$10,000 became $15,457 · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.49%Expense ratio$49 · $2 a year on $10k · lower is better0.02%

5.15%Trailing 12-mo yield$515 · $101 a year on $10k1.01%

−6.2%Worst dropSmaller is better−8.9%

10.4%VolatilityLower is calmer12.8%

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

4–3DVAL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DVAL vs SPYM: Top 5 Holdings

Today

DVAL

[…]in top 5

SPYM

in top 527.3%

DVALStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

DVAL vs SPYM Returns, Every Period

Franklin TempletonDVAL

+15.8%

past year

SPYMSPDR

+13.5%

past year

DVALSPYMFaded: behind in that period

1–2SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Core: DVAL vs SPYM

YTD

Franklin TempletonDVAL

+13.0%

SPYMSPDR

+13.4%

+13.0%Year to date+13.4%

−6.2%Worst drop · 1Y−8.9%

10.4%Volatility · 1Y12.8%

5.2%Yield1.0%

$59.8MAssets$185B

3–1DVAL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DVAL, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DVAL0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DVAL, SPYM

5.15%highest, DVAL

FundTrailing yieldYield$10k

DVAL5.15%$515

SPYM1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

SPYM$101 − $2 = $99

KeptFee

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

Overlap: DVAL, SPYM

Today

[…]holdings […]

DVALSPYM

DVAL—[…]

SPYM[…]—

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

Return vs Bumpiness: 2 ETFs

+15.8%DVAL, at 10.4% volatility

DVALWorst drop−6.2%10.4% vol

SPYMWorst drop−8.9%12.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DVALSPYM

+13.0%Year to date+13.4%

5.2%Yield1.0%

+15.8%Past year+13.5%

0.49%Fee0.02%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026