Compare · 2 funds side by side · dividends reinvested

TDVG and SPYM

TDVGT. Rowe Price×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

TDVG and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

T. Rowe Price Dividend Growth ETFIncome · Dividend stocks0.50%0.98%+12.3%+15.1%+17.9%+9.4%−7.2%10.3%$1.4B1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: TDVG 2020 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

T. Rowe Price Dividend Growth ETF · $1.4B$15,687

TDVG

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 39.4% in common

TDVGMeasureSPYM

+12.3%Year to dateJan 1 → Nov 5+8.4%

+15.1%1 yearTotal return+9.8%

+17.9%3 years · per year$10,000 became $16,384 · $18,222+22.1%

+9.4%5 years · per year$10,000 became $15,687 · $17,164+11.4%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

0.98%Trailing 12-mo yield$98 · $106 a year on $10k1.06%

−7.2%Worst dropSmaller is better−8.9%

10.3%VolatilityLower is calmer13.6%

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

4–4Level

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

More Ways to See the Pairs

TDVG vs SPYM: Top 5 Holdings

Today

TDVG

21.3%in top 5

SPYM

in top 527.7%

TDVGStockSPYM

6.3%AAPL7.7%

not top 5NVDA7.3%

5.6%MSFT6.2%

not top 5AMZN3.9%

3.2%JPMnot top 5

3.1%Vnot top 5

3.0%AVGOnot top 5

not top 5GOOGL2.6%

Held in common39.4%

End-of-day Nov 5, 2026 · share of each fund

TDVG vs SPYM Returns, Every Period

T. Rowe PriceTDVG

+9.4%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

TDVGSPYMFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: TDVG vs SPYM

YTD

T. Rowe PriceTDVG

+12.3%

SPYMSPDR

+8.4%

+12.3%Year to date+8.4%

−7.2%Worst drop · 1Y−8.9%

10.3%Volatility · 1Y13.6%

1.0%Yield1.1%

$1.4BAssets$182B

3–1TDVG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TDVG, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

TDVG0.50%$50

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: TDVG, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

TDVG0.98%$98

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

TDVG$98 − $50 = $48

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: TDVG, SPYM

Today

39.4%most shared, TDVG and SPYM

TDVGSPYM

TDVG—39.4%

SPYM39.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.1%TDVG, at 10.3% volatility

TDVGWorst drop−7.2%10.3% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMTDVG

+8.4%Year to date+12.3%

1.1%Yield1.0%

+9.8%Past year+15.1%

0.02%Fee0.50%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026