ADVE vs SPYM

AADVE

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · IVV $17,414

Lowest cost0.02%SPYM · $2 on $10k

Most income2.49%ADVE · $249 on $10k

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

Held in common0.0%ADVE and SPYM

ADVE

SPYM

Matthews Asia Dividend Active ETF ADVE · $9MState Street SPDR Portfolio S&P 500 ETF · $179B

+17.2%3 years · per year$16,106 · $17,936+21.5%

[…]5 years · per year[…] · $17,429+11.8%

0.79%Expense ratio$79 · $2 on $10k · lower wins0.02%

2.49%12-mo yield$249 · $103 on $10k1.03%

−11.7%Worst dropSmaller wins−8.9%

20.5%VolatilityLower wins13.7%

1–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsADVE · SPYM

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	AADVE	Matthews Asia Dividend Active ETF ADVERead Desk	0.79%	2.49%	−1.3%	+12.7%	+15.8%	+17.2%	new	−11.7%	$9M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	AADVE	Matthews Asia Dividend Active ETF ADVERead Desk	0.79%	2.49%	−1.3%	+12.7%	+15.8%	+17.2%	new	−11.7%	$9M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ADVE vs SPYM

ADVE

Matthews Asia Dividend Active ETF ADVE

[…]

SPYM

SPDR Portfolio S&P 500

$17,429

MeasureADVESPYM

Fee0.79%0.02%

Cost on $10k a year$79$2

Yield2.49%1.03%

5 years, per year[…]+11.8%

3 years, per year+17.2%+21.5%

Worst drop · 1Y−11.7%−8.9%

Volatility · 1Y20.5%13.7%

4–1measures won
SPYM first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

+10.9%Year to date+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

Overlap: ADVE, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

ADVESPYMIVV

ADVE—0.0%0.0%

SPYM0.0%—99.9%

IVV0.0%99.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$170most kept, ADVE

ADVE$249 − $79 = $170

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee