DFII vs SPYM

ADFII

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VTI $16,375

Lowest cost0.02%SPYM · $2 on $10k

Most income20.23%DFII · $2,023 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 · $21MState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

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

20.23%12-mo yield$2,023 · $105 on $10k1.05%

−42.6%Worst dropSmaller wins−8.9%

41.9%VolatilityLower wins13.6%

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 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.23%	−0.4%	−15.8%	−27.8%	new	new	−42.6%	$21M

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	20.23%	−0.4%	−15.8%	−27.8%	new	new	−42.6%	$21M

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

DFII vs SPYM

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureDFIISPYM

Fee0.85%0.02%

Cost on $10k a year$85$2

Yield20.23%1.05%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−42.6%−8.9%

Volatility · 1Y41.9%13.6%

3–1measures won
SPYM first

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI 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

Overlap: DFII, SPYM, VTI

Today

85.5%most shared, SPYM and VTI

DFIISPYMVTI

DFII—[…][…]

SPYM[…]—85.5%

VTI[…]85.5%—

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

Income After Fees on $10,000

$1,938most kept, DFII

DFII$2,023 − $85 = $1,938

VTI$109 − $3 = $106

SPYM$105 − $2 = $103

KeptFee

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