ADPV vs SPY

AADPV

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common0.5%ADPV and SPY

ADPV

SPY

Adaptiv Select ETF · $173MState Street SPDR S&P 500 ETF · $805B

+24.9%3 years · per year$19,488 · $19,132+24.1%

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

1.00%Expense ratio$100 · $9 on $10k · lower wins0.09%

0.69%12-mo yield$69 · $99 on $10k0.99%

−11.9%Worst dropSmaller wins−8.9%

23.7%VolatilityLower wins12.9%

1–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsADPV · SPY

3.9%CSX0.1%

5.8%HPE0.1%

4.0%CNC0.1%

3.3%HPQ0.0%

Held in common0.5%

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	AADPV	Adaptiv Select ETFRead Desk		1.00%	0.69%	+0.1%	+1.3%	+2.7%	+24.9%	new	−11.9%	$173M

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	AADPV	Adaptiv Select ETFRead Desk		1.00%	0.69%	+0.1%	+1.3%	+2.7%	+24.9%	new	−11.9%	$173M

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

ADPV vs SPY

ADPV

Adaptiv Select

[…]

SPY

SPDR S&P 500

$18,060

MeasureADPVSPY

Fee1.00%0.09%

Cost on $10k a year$100$9

Yield0.69%0.99%

5 years, per year[…]+12.6%

3 years, per year+24.9%+24.1%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y23.7%12.9%

4–1measures won
SPY first

0.5%

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: ADPV, SPY

Today

0.5%most shared, ADPV and SPY

ADPVSPY

ADPV—0.5%

SPY0.5%—

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

ADPV$69 − $100 = −$31

KeptFee

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