Compare · 2 funds side by side · dividends reinvested

QVAL and SPYM

QVALAlpha Architect×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,186QVAL · best of the two

02 / 04

QVAL and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alpha Architect U.S. Quantitative Value ETFUS Stock Styles · Value0.28%1.35%+35.0%+44.1%+25.0%+15.1%−6.3%14.0%$735M1.3

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%$182B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: QVAL 2014 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Alpha Architect U.S. Quantitative Value ETF · $735M$20,186

QVAL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

QVALMeasureSPYM

+35.0%Year to dateJan 1 → Nov 4+13.4%

+44.1%1 yearTotal return+13.5%

+25.0%3 years · per year$10,000 became $19,526 · $19,186+24.3%

+15.1%5 years · per year$10,000 became $20,186 · $18,126+12.6%

0.28%Expense ratio$28 · $2 a year on $10k · lower is better0.02%

1.35%Trailing 12-mo yield$135 · $101 a year on $10k1.01%

−6.3%Worst dropSmaller is better−8.9%

14.0%VolatilityLower is calmer12.8%

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

6–2QVAL wins

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

More Ways to See the Pairs

QVAL vs SPYM: Top 5 Holdings

Today

QVAL

12.2%in top 5

SPYM

in top 527.3%

QVALStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

2.5%EMEnot top 5

not top 5GOOGL2.5%

2.5%VZnot top 5

2.5%LIInot top 5

2.4%ACNnot top 5

2.3%OXYnot top 5

Held in common3.9%

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

QVAL vs SPYM Returns, Every Period

Alpha ArchitectQVAL

+15.1%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

QVALSPYMFaded: behind in that period

4–0QVAL wins

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

Stocks vs Core: QVAL vs SPYM

YTD

Alpha ArchitectQVAL

+35.0%

SPYMSPDR

+13.4%

+35.0%Year to date+13.4%

−6.3%Worst drop · 1Y−8.9%

14.0%Volatility · 1Y12.8%

1.3%Yield1.0%

$735MAssets$182B

3–1QVAL wins

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

Cost, Income and Risk

Fees: QVAL, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

QVAL0.28%$28

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

Yields: QVAL, SPYM

1.35%highest, QVAL

FundTrailing yieldYield$10k

QVAL1.35%$135

SPYM1.01%$101

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

Income After Fees on $10,000

$107most kept, QVAL

QVAL$135 − $28 = $107

SPYM$101 − $2 = $99

KeptFee

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

Overlap: QVAL, SPYM

Today

3.9%most shared, QVAL and SPYM

QVALSPYM

QVAL—3.9%

SPYM3.9%—

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

Return vs Bumpiness: 2 ETFs

+44.1%QVAL, at 14.0% volatility

SPYMWorst drop−8.9%12.8% vol

QVALWorst drop−6.3%14.0% vol

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

Paid More vs Made More

YTD

QVALSPYM

+35.0%Year to date+13.4%

1.3%Yield1.0%

+44.1%Past year+13.5%

0.28%Fee0.02%

3–1QVAL 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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026