CLCV vs SPYM

ACLCV

BSPYM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,749SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

Smallest drop−6.9%CLCV · worst fall in 1Y

Held in common24.8%CLCV and SPYM

CLCV

SPYM

Crossmark ETF Trust - Crossmark Large Cap Value ETF · $19MState Street SPDR Portfolio S&P 500 ETF · $185B

[…]3 years · per year[…] · $19,092+24.1%

[…]5 years · per year[…] · $17,749+12.2%

0.50%Expense ratio$50 · $2 on $10k · lower wins0.02%

0.35%12-mo yield$35 · $103 on $10k1.03%

−6.9%Worst dropSmaller wins−8.9%

11.9%VolatilityLower wins12.7%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsCLCV · SPYM

4.7%AAPL7.7%

3.9%AMZN3.6%

3.1%MSFT5.9%

1.7%JPM1.4%

Held in common24.8%

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	ACLCV	Crossmark ETF Trust - Crossmark Large Cap Value ETFRead Desk		0.50%	0.35%	+0.1%	+15.4%	+20.8%	new	new	−6.9%	$19M

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	ACLCV	Crossmark ETF Trust - Crossmark Large Cap Value ETFRead Desk		0.50%	0.35%	+0.1%	+15.4%	+20.8%	new	new	−6.9%	$19M

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

Cards for this view

CLCV vs SPYM

CLCV

Crossmark ETF Trust - Crossmark Large Cap Value

[…]

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureCLCVSPYM

Fee0.50%0.02%

Cost on $10k a year$50$2

Yield0.35%1.03%

5 years, per year[…]+12.2%

3 years, per year[…]+24.1%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y11.9%12.7%

2–2measures won
level

24.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: CLCV, SPYM

Today

24.8%most shared, CLCV and SPYM

CLCVSPYM

CLCV—24.8%

SPYM24.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

CLCV$35 − $50 = −$15

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee