ADIV vs SPY

AADIV

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · ADIV $14,724

Lowest cost0.09%SPY · $9 on $10k

Most income3.14%ADIV · $314 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common2.8%ADIV and SPY

ADIV

SPY

Guinness Atkinson Asia Pacific Dividend Builder ETF · $54MState Street SPDR S&P 500 ETF · $805B

+19.2%3 years · per year$16,928 · $19,132+24.1%

+8.0%5 years · per year$14,724 · $18,060+12.6%

1.95%Expense ratio$195 · $9 on $10k · lower wins0.09%

3.14%12-mo yield$314 · $99 on $10k0.99%

−10.2%Worst dropSmaller wins−8.9%

14.0%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsADIV · SPY

2.7%AVGO2.4%

2.7%QCOM0.3%

2.8%AFL0.1%

Held in common2.8%

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%	$804.8B
2	AADIV	Guinness Atkinson Asia Pacific Dividend Builder ETFRead Desk		1.95%	3.14%	+1.3%	+9.9%	+9.4%	+19.2%	+8.0%	−10.2%	$54M

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%	$804.8B
2	AADIV	Guinness Atkinson Asia Pacific Dividend Builder ETFRead Desk		1.95%	3.14%	+1.3%	+9.9%	+9.4%	+19.2%	+8.0%	−10.2%	$54M

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

ADIV vs SPY

ADIV

Guinness Atkinson Asia Pacific Dividend Builder

$14,724

SPY

SPDR S&P 500

$18,060

MeasureADIVSPY

Fee1.95%0.09%

Cost on $10k a year$195$9

Yield3.14%0.99%

5 years, per year+8.0%+12.6%

3 years, per year+19.2%+24.1%

Worst drop · 1Y−10.2%−8.9%

Volatility · 1Y14.0%12.9%

5–1measures won
SPY first

2.8%

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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ADIV, SPY

Today

2.8%most shared, ADIV and SPY

ADIVSPY

ADIV—2.8%

SPY2.8%—

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

Income After Fees on $10,000

$119most kept, ADIV

ADIV$314 − $195 = $119

SPY$99 − $9 = $90

KeptFee

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