DDIV vs SPY

ADDIV

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · DDIV $15,340

Lowest cost0.09%SPY · $9 on $10k

Most income1.66%DDIV · $166 on $10k

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

Held in common7.8%DDIV and SPY

DDIV

SPY

First Trust Dorsey Wright Momentum & Dividend ETF · $73MState Street SPDR S&P 500 ETF · $819B

+20.6%3 years · per year$17,554 · $18,039+21.7%

+8.9%5 years · per year$15,340 · $17,118+11.3%

0.60%Expense ratio$60 · $9 on $10k · lower wins0.09%

1.66%12-mo yield$166 · $103 on $10k1.03%

−11.3%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDDIV · SPY

2.3%JPM1.4%

3.9%CVX0.7%

1.0%CSCO0.6%

2.9%MRK0.6%

Held in common7.8%

End-of-day Nov 6, 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%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ADDIV	First Trust Dorsey Wright Momentum & Dividend ETFRead Desk		0.60%	1.66%	0.0%	+8.3%	+14.9%	+20.6%	+8.9%	−11.3%	$73M

End-of-day Nov 6, 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%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ADDIV	First Trust Dorsey Wright Momentum & Dividend ETFRead Desk		0.60%	1.66%	0.0%	+8.3%	+14.9%	+20.6%	+8.9%	−11.3%	$73M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DDIV vs SPY

DDIV

First Trust Dorsey Wright Momentum & Dividend

$15,340

SPY

SPDR S&P 500

$17,118

MeasureDDIVSPY

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield1.66%1.03%

5 years, per year+8.9%+11.3%

3 years, per year+20.6%+21.7%

Worst drop · 1Y−11.3%−8.9%

Volatility · 1Y14.8%13.6%

5–1measures won
SPY first

7.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DDIV, SPY

Today

7.8%most shared, DDIV and SPY

DDIVSPY

DDIV—7.8%

SPY7.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, DDIV

DDIV$166 − $60 = $106

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee