DFNL vs SPYM

ADFNL

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,632DFNL · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income1.30%DFNL · $130 on $10k

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

Held in common5.6%DFNL and SPYM

DFNL

SPYM

Davis Select Financial ETF · $453MState Street SPDR Portfolio S&P 500 ETF · $182B

+27.3%3 years · per year$20,631 · $18,222+22.1%

+12.0%5 years · per year$17,632 · $17,164+11.4%

0.61%Expense ratio$61 · $2 on $10k · lower wins0.02%

1.30%12-mo yield$130 · $106 on $10k1.06%

−12.9%Worst dropSmaller wins−8.9%

15.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFNL · SPYM

6.0%BRK-B1.6%

4.6%JPM1.4%

2.0%BAC0.5%

5.1%WFC0.4%

Held in common5.6%

End-of-day Nov 5, 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	ADFNL	Davis Select Financial ETFRead Desk		0.61%	1.30%	−1.8%	+4.9%	+15.0%	+27.3%	+12.0%	−12.9%	$453M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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

Both

5Y2 funds

#			Trend
1	ADFNL	Davis Select Financial ETFRead Desk		0.61%	1.30%	−1.8%	+4.9%	+15.0%	+27.3%	+12.0%	−12.9%	$453M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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

Cards for this view

DFNL vs SPYM

DFNL

Davis Select Financial

$17,632

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureDFNLSPYM

Fee0.61%0.02%

Cost on $10k a year$61$2

Yield1.30%1.06%

5 years, per year+12.0%+11.4%

3 years, per year+27.3%+22.1%

Worst drop · 1Y−12.9%−8.9%

Volatility · 1Y15.0%13.6%

3–3measures won
level

5.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFNL, SPYM

Today

5.6%most shared, DFNL and SPYM

DFNLSPYM

DFNL—5.6%

SPYM5.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

DFNL$130 − $61 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee