DIEM vs SPY

ADIEM

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · DIEM $16,407

Lowest cost0.09%SPY · $9 on $10k

Most income2.84%DIEM · $284 on $10k

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

Held in common0.0%DIEM and SPY

DIEM

SPY

Franklin Emerging Market Core Dividend Tilt Index ETF · $91MState Street SPDR S&P 500 ETF · $805B

+25.9%3 years · per year$19,940 · $19,132+24.1%

+10.4%5 years · per year$16,407 · $18,060+12.6%

0.19%Expense ratio$19 · $9 on $10k · lower wins0.09%

2.84%12-mo yield$284 · $99 on $10k0.99%

−13.6%Worst dropSmaller wins−8.9%

23.8%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIEM · SPY

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ADIEM	Franklin Emerging Market Core Dividend Tilt Index ETFRead Desk		0.19%	2.84%	+0.9%	+21.3%	+22.7%	+25.9%	+10.4%	−13.6%	$91M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ADIEM	Franklin Emerging Market Core Dividend Tilt Index ETFRead Desk		0.19%	2.84%	+0.9%	+21.3%	+22.7%	+25.9%	+10.4%	−13.6%	$91M

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

DIEM vs SPY

DIEM

Franklin Emerging Market Core Dividend Tilt Index

$16,407

SPY

SPDR S&P 500

$18,060

MeasureDIEMSPY

Fee0.19%0.09%

Cost on $10k a year$19$9

Yield2.84%0.99%

5 years, per year+10.4%+12.6%

3 years, per year+25.9%+24.1%

Worst drop · 1Y−13.6%−8.9%

Volatility · 1Y23.8%12.9%

4–2measures won
SPY first

0.0%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DIEM, SPY

Today

0.0%most shared, DIEM and SPY

DIEMSPY

DIEM—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$265most kept, DIEM

DIEM$284 − $19 = $265

SPY$99 − $9 = $90

KeptFee

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