DIVE vs SPY

ADIVE

BSPY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.23%DIVE · $123 on $10k

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

Held in common13.0%DIVE and SPY

DIVE

SPY

Dana Concentrated Dividend ETF · $48MState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.65%Expense ratio$65 · $9 on $10k · lower wins0.09%

1.23%12-mo yield$123 · $99 on $10k0.99%

−11.5%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins12.9%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsDIVE · SPY

4.7%AMZN3.8%

3.0%META2.1%

0.9%GOOGL2.5%

3.4%ABBV0.8%

Held in common13.0%

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	ADIVE	Dana Concentrated Dividend ETFRead Desk		0.65%	1.23%	+2.4%	+14.5%	+20.8%	new	new	−11.5%	$48M

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	ADIVE	Dana Concentrated Dividend ETFRead Desk		0.65%	1.23%	+2.4%	+14.5%	+20.8%	new	new	−11.5%	$48M

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

DIVE vs SPY

DIVE

Dana Concentrated Dividend

[…]

SPY

SPDR S&P 500

$18,060

MeasureDIVESPY

Fee0.65%0.09%

Cost on $10k a year$65$9

Yield1.23%0.99%

5 years, per year[…]+12.6%

3 years, per year[…]+24.1%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y12.6%12.9%

2–2measures won
level

13.0%

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: DIVE, SPY

Today

13.0%most shared, DIVE and SPY

DIVESPY

DIVE—13.0%

SPY13.0%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

DIVE$123 − $65 = $58

KeptFee

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