ACVT vs SPY

AACVT

BSPY

Measures won3–1ACVT wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.55%ACVT · $155 on $10k

Smallest drop−4.8%ACVT · worst fall in 1Y

Held in common0.0%ACVT and SPY

ACVT

SPY

Advent Convertible Bond ETF · $43MState Street SPDR S&P 500 ETF · $798B

[…]3 years · per year[…] · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.80%Expense ratio$80 · $9 on $10k · lower wins0.09%

1.55%12-mo yield$155 · $99 on $10k0.99%

−4.8%Worst dropSmaller wins−8.9%

6.2%VolatilityLower wins12.9%

3–1ACVT wins

$10,000 · 5 yearsOne scale

Shared top holdingsACVT · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	AACVT	Advent Convertible Bond ETFRead Desk		0.80%	1.55%	0.0%	+4.5%	+4.9%	new	new	−4.8%	$43M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	AACVT	Advent Convertible Bond ETFRead Desk		0.80%	1.55%	0.0%	+4.5%	+4.9%	new	new	−4.8%	$43M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACVT vs SPY

ACVT

Advent Convertible Bond

[…]

SPY

SPDR S&P 500

$18,060

MeasureACVTSPY

Fee0.80%0.09%

Cost on $10k a year$80$9

Yield1.55%0.99%

5 years, per year[…]+12.6%

3 years, per year[…]+24.1%

Worst drop · 1Y−4.8%−8.9%

Volatility · 1Y6.2%12.9%

3–1measures won
ACVT first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: ACVT, SPY

Today

0.0%most shared, ACVT and SPY

ACVTSPY

ACVT—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

ACVT$155 − $80 = $75

KeptFee

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