Compare · 2 funds side by side · dividends reinvested

SPDV and SPY

SPDVAAM×SPYSPDR×
$7.5k$10k$12.5k$15k$17.5k$20kLow $8,075 · 2022SPY$17,493SPDV$16,725Nov 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,493SPY · best of the two
02 / 04

SPDV and SPY, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
AAM S&P 500 High Dividend Value ETFIncome · Dividend stocks0.29%3.20%+24.3%+28.6%+20.9%+10.8%−7.3%12.4%$107M1.4
State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.6
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 9, 2026 · returns include dividends · since: SPDV 2017 · SPY 1993
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Head to Head

5Y
AAM S&P 500 High Dividend Value ETF · $107M$16,725
SPDV
SPY
State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

SPDVMeasureSPY
+24.3%Year to dateJan 1 → Nov 9+11.2%
+28.6%1 yearTotal return+13.5%
+20.9%3 years · per year$10,000 became $17,686 · $18,118+21.9%
+10.8%5 years · per year$10,000 became $16,725 · $17,493+11.8%
0.29%Expense ratio$29 · $9 a year on $10k · lower is better0.09%
3.20%Trailing 12-mo yield$320 · $101 a year on $10k1.01%
−7.3%Worst dropSmaller is better−8.9%
12.4%VolatilityLower is calmer13.7%
SPDVSPY Winner of the row, in its colourEach row: the bigger of the two fills its side
5–3SPDV wins
End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

SPDV vs SPY: Top 5 Holdings

Today
13.1%in top 5
SPY
in top 527.8%
SPDVStockSPY
not top 5AAPL7.9%
not top 5NVDA7.1%
not top 5MSFT6.2%
not top 5AMZN4.0%
3.3%ACNnot top 5
2.7%CTSHnot top 5
not top 5GOOGL2.6%
2.4%HASnot top 5
2.4%BRnot top 5
2.3%SWKSnot top 5
Held in common4.7%
End-of-day Nov 9, 2026 · share of each fund
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SPDV vs SPY Returns, Every Period

5Y
AAMSPDV
+10.8%
5 years, per year
SPYSPDR
+11.8%
5 years, per year
0%+10%+20%+30%+24.3%+11.2%YTD+28.6%+13.5%1 year+20.9%+21.9%3 yrs · yr+10.8%+11.8%5 yrs · yr
SPDVSPYFaded: behind in that period
2–2Level
End-of-day Nov 9, 2026 · dividends in · faded = behind in that period
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Income vs Core: SPDV vs SPY

YTD
AAMSPDV
+24.3%
SPYSPDR
+11.2%
Jan 1Nov 9+24.3%+11.2%
+24.3%Year to date+11.2%
−7.3%Worst drop · 1Y−8.9%
12.4%Volatility · 1Y13.7%
3.2%Yield1.0%
$107MAssets$778B
4–0SPDV wins
End-of-day Nov 9, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SPDV, SPY

Today
0.09%lowest, SPY
FundExpense ratioFee$10k
SPY0.09%$9
SPDV0.29%$29
End-of-day Nov 9, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SPDV, SPY

1Y
3.20%highest, SPDV
FundTrailing yieldYield$10k
SPDV3.20%$320
SPY1.01%$101
End-of-day Nov 9, 2026 · trailing 12-month yield
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Income After Fees on $10,000

1Y
$291most kept, SPDV
SPDV$320 − $29 = $291
SPY$101 − $9 = $92
KeptFee
End-of-day Nov 9, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SPDV, SPY

Today
4.7%most shared, SPDV and SPY
SPDVSPY
SPDV—4.7%
SPY4.7%—
End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+28.6%SPDV, at 12.4% volatility
0%+10%+20%+30%+40%5%10%15%Volatility · 1 year → bumpierSPDV +28.6%SPY +13.5%
SPDVWorst drop−7.3%12.4% vol
SPYWorst drop−8.9%13.7% vol
End-of-day Nov 9, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 9+24.3%+11.2%
+24.3%Year to date+11.2%
3.2%Yield1.0%
+28.6%Past year+13.5%
0.29%Fee0.09%
3–1SPDV wins
End-of-day Nov 9, 2026
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Popular Pairs Near These Two

SPYM vs SPY

YTD
SPDRSPYM
+11.3%
SPYSPDR
+11.2%
Jan 1Nov 9+11.3%+11.2%
+11.3%Year to date+11.2%
1.0%Yield1.0%
$179BAssets$778B
1–0SPYM wins
End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+33.2%
VIGVanguard
+14.8%
Jan 1Nov 9+33.2%+14.8%
+33.2%Year to date+14.8%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+6.6%
JEPIJ.P. Morgan
+7.5%
Jan 1Nov 9+6.6%+7.5%
+6.6%Year to date+7.5%
12.4%Yield7.9%
$40.7BAssets$45.2B
1–1level
End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com