DDIV vs SPYM

ADDIV

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · DDIV $15,340

Lowest cost0.02%SPYM · $2 on $10k

Most income1.66%DDIV · $166 on $10k

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

Held in common7.8%DDIV and SPYM

DDIV

SPYM

First Trust Dorsey Wright Momentum & Dividend ETF · $71MState Street SPDR Portfolio S&P 500 ETF · $178B

+20.6%3 years · per year$17,554 · $18,082+21.8%

+8.9%5 years · per year$15,340 · $17,192+11.4%

0.60%Expense ratio$60 · $2 on $10k · lower wins0.02%

1.66%12-mo yield$166 · $105 on $10k1.05%

−11.3%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDDIV · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
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%	$71M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
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%	$71M

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 SPYM

DDIV

First Trust Dorsey Wright Momentum & Dividend

$15,340

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureDDIVSPYM

Fee0.60%0.02%

Cost on $10k a year$60$2

Yield1.66%1.05%

5 years, per year+8.9%+11.4%

3 years, per year+20.6%+21.8%

Worst drop · 1Y−11.3%−8.9%

Volatility · 1Y14.8%13.6%

5–1measures won
SPYM 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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DDIV, SPYM

Today

7.8%most shared, DDIV and SPYM

DDIVSPYM

DDIV—7.8%

SPYM7.8%—

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

SPYM$105 − $2 = $103

KeptFee

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