Compare · 2 funds side by side · dividends reinvested

MVPA and SPYM

MVPAMiller Value Partners×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

MVPA and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$185B1.0

Miller Value Partners Appreciation ETFUS Stock Styles · Value0.60%0.50%+12.1%+10.7%[…][…]−13.8%18.7%$72M2.0

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: MVPA 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Miller Value Partners Appreciation ETF · $72M[…]

MVPA

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

MVPAMeasureSPYM

+12.1%Year to dateJan 1 → Nov 4+13.4%

+10.7%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,186+24.3%

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

0.60%Expense ratio$60 · $2 a year on $10k · lower is better0.02%

0.50%Trailing 12-mo yield$50 · $101 a year on $10k1.01%

−13.8%Worst dropSmaller is better−8.9%

18.7%VolatilityLower is calmer12.8%

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

0–6SPYM wins

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

More Ways to See the Pairs

MVPA vs SPYM: Top 5 Holdings

Today

MVPA

29.5%in top 5

SPYM

in top 527.3%

MVPAStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

7.1%CRGYnot top 5

6.4%CROXnot top 5

6.0%BLMNnot top 5

not top 5MSFT5.9%

5.3%HRBnot top 5

4.7%LNCnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common2.4%

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

MVPA vs SPYM Returns, Every Period

Miller Value PartnersMVPA

+10.7%

past year

SPYMSPDR

+13.5%

past year

MVPASPYMFaded: behind in that period

0–2SPYM wins

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

Stocks vs Core: MVPA vs SPYM

YTD

Miller Value PartnersMVPA

+12.1%

SPYMSPDR

+13.4%

+12.1%Year to date+13.4%

−13.8%Worst drop · 1Y−8.9%

18.7%Volatility · 1Y12.8%

0.5%Yield1.0%

$72.4MAssets$185B

4–0SPYM wins

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

Cost, Income and Risk

Fees: MVPA, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

MVPA0.60%$60

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

Yields: MVPA, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

MVPA0.50%$50

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

MVPA$50 − $60 = −$10

KeptFee

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

Overlap: MVPA, SPYM

Today

2.4%most shared, MVPA and SPYM

MVPASPYM

MVPA—2.4%

SPYM2.4%—

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

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

MVPAWorst drop−13.8%18.7% vol

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

Paid More vs Made More

YTD

SPYMMVPA

+13.4%Year to date+12.1%

1.0%Yield0.5%

+13.5%Past year+10.7%

0.02%Fee0.60%

4–0SPYM wins

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