DFSV vs SPYM

ADFSV

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.41%DFSV · $141 on $10k

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

Held in common0.4%DFSV and SPYM

DFSV

SPYM

U.S. Small Cap Value Portfolio ETF Class Shares · $28.3BState Street SPDR Portfolio S&P 500 ETF · $182B

+18.9%3 years · per year$16,830 · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

0.31%Expense ratio$31 · $2 on $10k · lower wins0.02%

1.41%12-mo yield$141 · $106 on $10k1.06%

−9.4%Worst dropSmaller wins−8.9%

15.1%VolatilityLower wins13.6%

1–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSV · SPYM

0.7%SWKS0.0%

0.7%SWK0.0%

0.5%APA0.0%

0.0%EG0.0%

Held in common0.4%

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	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
2	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.41%	−3.2%	+18.4%	+25.7%	+18.9%	new	−9.4%	$28.3B

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	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
2	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.41%	−3.2%	+18.4%	+25.7%	+18.9%	new	−9.4%	$28.3B

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

DFSV vs SPYM

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureDFSVSPYM

Fee0.31%0.02%

Cost on $10k a year$31$2

Yield1.41%1.06%

5 years, per year[…]+11.4%

3 years, per year+18.9%+22.1%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.1%13.6%

4–1measures won
SPYM first

0.4%

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: DFSV, SPYM

Today

0.4%most shared, DFSV and SPYM

DFSVSPYM

DFSV—0.4%

SPYM0.4%—

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

Income After Fees on $10,000

$110most kept, DFSV

DFSV$141 − $31 = $110

SPYM$106 − $2 = $104

KeptFee

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