Compare · 2 funds side by side · dividends reinvested

QVAL and SPY

QVALAlpha Architect×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,148QVAL · best of the two

02 / 04

QVAL and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alpha Architect U.S. Quantitative Value ETFUS Stock Styles · Value0.28%1.38%+32.2%+40.5%+24.2%+13.9%−6.3%13.9%$721M1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: QVAL 2014 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $798B$17,688

SPY

QVAL

Alpha Architect U.S. Quantitative Value ETF · $721M$19,148

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

SPYMeasureQVAL

+11.5%Year to dateJan 1 → Nov 3+32.2%

+11.8%1 yearTotal return+40.5%

+24.0%3 years · per year$10,000 became $19,046 · $19,171+24.2%

+12.1%5 years · per year$10,000 became $17,688 · $19,148+13.9%

0.09%Expense ratio$9 · $28 a year on $10k · lower is better0.28%

1.01%Trailing 12-mo yield$101 · $138 a year on $10k1.38%

−8.9%Worst dropSmaller is better−6.3%

12.8%VolatilityLower is calmer13.9%

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

2–6QVAL wins

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

More Ways to See the Pairs

SPY vs QVAL: Top 5 Holdings

Today

SPY

27.4%in top 5

QVAL

in top 512.7%

SPYStockQVAL

7.8%NVDAnot top 5

7.7%AAPLnot top 5

5.9%MSFTnot top 5

3.6%AMZNnot top 5

not top 5ADT2.9%

not top 5ACN2.7%

not top 5RRC2.6%

2.5%GOOGLnot top 5

not top 5STZ2.3%

not top 5UTHR2.2%

Held in common3.5%

End-of-day Nov 3, 2026 · share of each fund

SPY vs QVAL Returns, Every Period

SPDRSPY

+12.1%

5 years, per year

QVALAlpha Architect

+13.9%

5 years, per year

SPYQVALFaded: behind in that period

0–4QVAL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPY vs QVAL

YTD

SPDRSPY

+11.5%

QVALAlpha Architect

+32.2%

+11.5%Year to date+32.2%

−8.9%Worst drop · 1Y−6.3%

12.8%Volatility · 1Y13.9%

1.0%Yield1.4%

$798BAssets$721M

3–1QVAL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QVAL, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

QVAL0.28%$28

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: QVAL, SPY

1.38%highest, QVAL

FundTrailing yieldYield$10k

QVAL1.38%$138

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$110most kept, QVAL

QVAL$138 − $28 = $110

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: QVAL, SPY

Today

3.5%most shared, QVAL and SPY

QVALSPY

QVAL—3.5%

SPY3.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+40.5%QVAL, at 13.9% volatility

SPYWorst drop−8.9%12.8% vol

QVALWorst drop−6.3%13.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

QVALSPY

+32.2%Year to date+11.5%

1.4%Yield1.0%

+40.5%Past year+11.8%

0.28%Fee0.09%

3–1QVAL wins

End-of-day Nov 3, 2026

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%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026