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$19,148QVAL · 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%1.38%+32.2%+40.5%+24.2%+13.9%−6.3%13.9%$721M1.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.8

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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

QVAL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

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

QVALMeasureSPYM

+32.2%Year to dateJan 1 → Nov 3+11.5%

+40.5%1 yearTotal return+11.9%

+24.2%3 years · per year$10,000 became $19,171 · $19,092+24.1%

+13.9%5 years · per year$10,000 became $19,148 · $17,749+12.2%

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

1.38%Trailing 12-mo yield$138 · $103 a year on $10k1.03%

−6.3%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer12.7%

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

6–2QVAL wins

End-of-day Nov 3, 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

12.7%in top 5

SPYM

in top 527.4%

QVALStockSPYM

not top 5NVDA7.8%

not top 5AAPL7.7%

not top 5MSFT5.9%

not top 5AMZN3.6%

2.9%ADTnot top 5

2.7%ACNnot top 5

2.6%RRCnot top 5

not top 5GOOGL2.5%

2.3%STZnot top 5

2.2%UTHRnot top 5

Held in common3.5%

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

QVAL vs SPYM Returns, Every Period

Alpha ArchitectQVAL

+13.9%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

QVALSPYMFaded: behind in that period

4–0QVAL wins

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

Stocks vs Core: QVAL vs SPYM

YTD

Alpha ArchitectQVAL

+32.2%

SPYMSPDR

+11.5%

+32.2%Year to date+11.5%

−6.3%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y12.7%

1.4%Yield1.0%

$721MAssets$185B

3–1QVAL wins

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

Yields: QVAL, SPYM

1.38%highest, QVAL

FundTrailing yieldYield$10k

QVAL1.38%$138

SPYM1.03%$103

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

Income After Fees on $10,000

$110most kept, QVAL

QVAL$138 − $28 = $110

SPYM$103 − $2 = $101

KeptFee

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

Overlap: QVAL, SPYM

Today

3.5%most shared, QVAL and SPYM

QVALSPYM

QVAL—3.5%

SPYM3.5%—

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

SPYMWorst drop−8.9%12.7% 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

QVALSPYM

+32.2%Year to date+11.5%

1.4%Yield1.0%

+40.5%Past year+11.9%

0.28%Fee0.02%

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