DIVB vs SPY

ADIVB

BSPY

Measures won6–0DIVB wins · of 6 · 5Y

$10,000 · 5Y$19,625DIVB · SPY $17,099

Lowest cost0.05%DIVB · $5 on $10k

Most income2.08%DIVB · $208 on $10k

Smallest drop−6.8%DIVB · worst fall in 1Y

Held in common25.6%DIVB and SPY

DIVB

SPY

iShares Core Dividend ETF · $2.4BState Street SPDR S&P 500 ETF · $805B

+28.8%3 years · per year$21,343 · $18,174+22.0%

+14.4%5 years · per year$19,625 · $17,099+11.3%

0.05%Expense ratio$5 · $9 on $10k · lower wins0.09%

2.08%12-mo yield$208 · $103 on $10k1.03%

−6.8%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins13.6%

6–0DIVB wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIVB · SPY

2.4%JPM1.4%

2.5%XOM1.0%

2.0%JNJ1.0%

1.9%ABBV0.8%

Held in common25.6%

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	ADIVB	iShares Core Dividend ETFRead Desk		0.05%	2.08%	−1.6%	+36.3%	+42.1%	+28.8%	+14.4%	−6.8%	$2.4B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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	ADIVB	iShares Core Dividend ETFRead Desk		0.05%	2.08%	−1.6%	+36.3%	+42.1%	+28.8%	+14.4%	−6.8%	$2.4B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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

DIVB vs SPY

DIVB

iShares Core Dividend

$19,625

SPY

SPDR S&P 500

$17,099

MeasureDIVBSPY

Fee0.05%0.09%

Cost on $10k a year$5$9

Yield2.08%1.03%

5 years, per year+14.4%+11.3%

3 years, per year+28.8%+22.0%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y13.4%13.6%

6–0measures won
DIVB first

25.6%

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: DIVB, SPY

Today

25.6%most shared, DIVB and SPY

DIVBSPY

DIVB—25.6%

SPY25.6%—

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

Income After Fees on $10,000

$203most kept, DIVB

DIVB$208 − $5 = $203

SPY$103 − $9 = $94

KeptFee

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