Compare · 2 funds side by side · dividends reinvested

DVAL and SPYM

DVALFranklin Templeton×SPYMSPDR×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,277SPYM · best of the two

Story of the two · IncomeMost incomeDVAL · 5.15% · $515 a year on $10k

Story of the two · RiskSmallest drop

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%$60M1.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.6%+21.5%+11.6%−8.9%13.7%$186B1.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: DVAL 2006 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio S&P 500 ETF · $186B$17,277

SPYM

DVAL

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

$10,000 five years ago, dividends reinvested

SPYMMeasureDVAL

+11.5%

More Ways to See the Pairs

SPYM vs DVAL: Top 5 Holdings

Today

SPYM

26.8%in top 5

DVAL

in top 5[…]

SPYMStockDVAL

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: DVAL, SPYM

1Y

5.15%highest, DVAL

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+13.0%

+11.6%1 yearTotal return+15.8%

+21.5%3 years · per year$10,000 became $17,930 · $15,457+15.6%

+11.6%5 years · per year$10,000 became $17,277 · […][…]

0.02%Expense ratio$2 · $49 a year on $10k · lower is better0.49%

1.03%Trailing 12-mo yield$103 · $515 a year on $10k5.15%

−8.9%Worst dropSmaller is better−6.2%

13.7%VolatilityLower is calmer10.4%

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

2–5DVAL wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

SPYM vs DVAL Returns, Every Period

1Y

SPDRSPYM

+11.6%

past year

DVALFranklin Templeton

+15.8%

past year

SPYMDVALFaded: behind in that period

1–2DVAL wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Core vs International: SPYM vs DVAL

YTD

SPDRSPYM

+11.5%

DVALFranklin Templeton

+13.0%

+11.5%Year to date+13.0%

−8.9%Worst drop · 1Y−6.2%

13.7%Volatility · 1Y10.4%

1.0%Yield5.2%

$186BAssets$59.8M

4–0DVAL wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

DVAL5.15%$515

SPYM1.03%$103

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$466most kept, DVAL

DVAL$515 − $49 = $466

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DVAL, SPYM

Today

[…]holdings […]

DVALSPYM

DVAL—[…]

SPYM[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.8%DVAL, at 10.4% volatility

DVALWorst drop−6.2%10.4% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DVALSPYM

+13.0%Year to date+11.5%

5.2%Yield1.0%

+15.8%Past year+11.6%

0.49%Fee0.02%

3–1DVAL wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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DVAL and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two