DFII vs SPYM

ADFII

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · VOO $18,115

Lowest cost0.02%SPYM · $2 on $10k

Most income19.23%DFII · $1,923 on $10k

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

Held in common[…]DFII and SPYM

DFII

SPYM

FT Vest Bitcoin Strategy & Target Income ETF · $20MState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.85%Expense ratio$85 · $2 on $10k · lower wins0.02%

19.23%12-mo yield$1,923 · $101 on $10k1.01%

−42.9%Worst dropSmaller wins−8.9%

42.2%VolatilityLower wins12.8%

1–3SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFII · SPYM

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

Held in common[…]

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	19.23%	+2.6%	−11.4%	−25.7%	new	new	−42.9%	$20M

End-of-day Nov 4, 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%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	19.23%	+2.6%	−11.4%	−25.7%	new	new	−42.9%	$20M

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

DFII vs SPYM

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureDFIISPYM

Fee0.85%0.02%

Cost on $10k a year$85$2

Yield19.23%1.01%

5 years, per year[…]+12.6%

3 years, per year[…]+24.3%

Worst drop · 1Y−42.9%−8.9%

Volatility · 1Y42.2%12.8%

3–1measures won
SPYM first

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: DFII, SPYM, VOO

Today

94.5%most shared, SPYM and VOO

DFIISPYMVOO

DFII—[…][…]

SPYM[…]—94.5%

VOO[…]94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,838most kept, DFII

DFII$1,923 − $85 = $1,838

VOO$105 − $3 = $102

SPYM$101 − $2 = $99

KeptFee

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