ACVF vs SPYM

AACVF

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · ACVF $16,106

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

Smallest drop−7.7%ACVF · worst fall in 1Y

Held in common61.0%ACVF and SPYM

ACVF

SPYM

American Conservative Values ETF · $156MState Street SPDR Portfolio S&P 500 ETF · $182B

+18.9%3 years · per year$16,826 · $18,222+22.1%

+10.0%5 years · per year$16,106 · $17,164+11.4%

0.75%Expense ratio$75 · $2 on $10k · lower wins0.02%

0.50%12-mo yield$50 · $106 on $10k1.06%

−7.7%Worst dropSmaller wins−8.9%

13.5%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsACVF · SPYM

7.5%NVDA7.3%

5.9%MSFT6.2%

2.2%AVGO2.3%

2.0%LLY1.7%

Held in common61.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AACVF	American Conservative Values ETFRead Desk		0.75%	0.50%	−4.6%	+7.9%	+9.3%	+18.9%	+10.0%	−7.7%	$156M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AACVF	American Conservative Values ETFRead Desk		0.75%	0.50%	−4.6%	+7.9%	+9.3%	+18.9%	+10.0%	−7.7%	$156M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACVF vs SPYM

ACVF

American Conservative Values

$16,106

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureACVFSPYM

Fee0.75%0.02%

Cost on $10k a year$75$2

Yield0.50%1.06%

5 years, per year+10.0%+11.4%

3 years, per year+18.9%+22.1%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y13.5%13.6%

4–2measures won
SPYM first

61.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ACVF, SPYM

Today

61.0%most shared, ACVF and SPYM

ACVFSPYM

ACVF—61.0%

SPYM61.0%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

ACVF$50 − $75 = −$25

KeptFee

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