DIVD vs SPYM

ADIVD

BSPYM

Measures won3–2DIVD wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income2.61%DIVD · $261 on $10k

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

Held in common11.7%DIVD and SPYM

DIVD

SPYM

Altrius Global Dividend ETF · $27MState Street SPDR Portfolio S&P 500 ETF · $182B

+22.1%3 years · per year$18,221 · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.49%Expense ratio$49 · $2 on $10k · lower wins0.02%

2.61%12-mo yield$261 · $101 on $10k1.01%

−7.1%Worst dropSmaller wins−8.9%

11.4%VolatilityLower wins12.8%

3–2DIVD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIVD · SPYM

1.1%JPM1.4%

1.3%XOM1.1%

1.2%JNJ1.0%

1.3%ABBV0.8%

Held in common11.7%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ADIVD	Altrius Global Dividend ETFRead Desk		0.49%	2.61%	+2.5%	+23.8%	+31.3%	+22.1%	new	−7.1%	$27M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ADIVD	Altrius Global Dividend ETFRead Desk		0.49%	2.61%	+2.5%	+23.8%	+31.3%	+22.1%	new	−7.1%	$27M

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

DIVD vs SPYM

DIVD

Altrius Global Dividend

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureDIVDSPYM

Fee0.49%0.02%

Cost on $10k a year$49$2

Yield2.61%1.01%

5 years, per year[…]+12.6%

3 years, per year+22.1%+24.3%

Worst drop · 1Y−7.1%−8.9%

Volatility · 1Y11.4%12.8%

3–2measures won
DIVD first

11.7%

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: DIVD, SPYM

Today

11.7%most shared, DIVD and SPYM

DIVDSPYM

DIVD—11.7%

SPYM11.7%—

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

Income After Fees on $10,000

$212most kept, DIVD

DIVD$261 − $49 = $212

SPYM$101 − $2 = $99

KeptFee

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