DIVD vs SPY

ADIVD

BSPY

Measures won3–2DIVD wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income2.65%DIVD · $265 on $10k

Smallest drop−7.1%DIVD · worst fall in 1Y

Held in common11.8%DIVD and SPY

DIVD

SPY

Altrius Global Dividend ETF · $27MState Street SPDR S&P 500 ETF · $805B

+21.5%3 years · per year$17,927 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.49%Expense ratio$49 · $9 on $10k · lower wins0.09%

2.65%12-mo yield$265 · $103 on $10k1.03%

−7.1%Worst dropSmaller wins−8.9%

11.5%VolatilityLower wins13.6%

3–2DIVD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIVD · SPY

1.1%JPM1.4%

1.2%XOM1.0%

1.2%JNJ1.0%

1.3%ABBV0.8%

Held in common11.8%

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	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
2	ADIVD	Altrius Global Dividend ETFRead Desk		0.49%	2.65%	−1.5%	+22.0%	+30.0%	+21.5%	new	−7.1%	$27M

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	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
2	ADIVD	Altrius Global Dividend ETFRead Desk		0.49%	2.65%	−1.5%	+22.0%	+30.0%	+21.5%	new	−7.1%	$27M

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

DIVD vs SPY

DIVD

Altrius Global Dividend

[…]

SPY

SPDR S&P 500

$17,099

MeasureDIVDSPY

Fee0.49%0.09%

Cost on $10k a year$49$9

Yield2.65%1.03%

5 years, per year[…]+11.3%

3 years, per year+21.5%+22.0%

Worst drop · 1Y−7.1%−8.9%

Volatility · 1Y11.5%13.6%

3–2measures won
DIVD first

11.8%

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: DIVD, SPY

Today

11.8%most shared, DIVD and SPY

DIVDSPY

DIVD—11.8%

SPY11.8%—

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

Income After Fees on $10,000

$216most kept, DIVD

DIVD$265 − $49 = $216

SPY$103 − $9 = $94

KeptFee

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