DIVS vs SPY

ADIVS

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · DIVS $15,971

Lowest cost0.09%SPY · $9 on $10k

Most income2.70%DIVS · $270 on $10k

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

Held in common14.5%DIVS and SPY

DIVS

SPY

Guinness Atkinson Dividend Builder ETF · $39MState Street SPDR S&P 500 ETF · $819B

+16.9%3 years · per year$15,979 · $18,174+22.0%

+9.8%5 years · per year$15,971 · $17,099+11.3%

0.98%Expense ratio$98 · $9 on $10k · lower wins0.09%

2.70%12-mo yield$270 · $103 on $10k1.03%

−10.6%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIVS · SPY

3.7%MSFT6.2%

2.8%NVDA7.3%

3.1%AVGO2.3%

2.8%JNJ1.0%

Held in common14.5%

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%	$818.5B
2	ADIVS	Guinness Atkinson Dividend Builder ETFRead Desk		0.98%	2.70%	−2.5%	+14.0%	+16.8%	+16.9%	+9.8%	−10.6%	$39M

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%	$818.5B
2	ADIVS	Guinness Atkinson Dividend Builder ETFRead Desk		0.98%	2.70%	−2.5%	+14.0%	+16.8%	+16.9%	+9.8%	−10.6%	$39M

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

DIVS vs SPY

DIVS

Guinness Atkinson Dividend Builder

$15,972

SPY

SPDR S&P 500

$17,099

MeasureDIVSSPY

Fee0.98%0.09%

Cost on $10k a year$98$9

Yield2.70%1.03%

5 years, per year+9.8%+11.3%

3 years, per year+16.9%+22.0%

Worst drop · 1Y−10.6%−8.9%

Volatility · 1Y11.1%13.6%

4–2measures won
SPY first

14.5%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DIVS, SPY

Today

14.5%most shared, DIVS and SPY

DIVSSPY

DIVS—14.5%

SPY14.5%—

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

Income After Fees on $10,000

$172most kept, DIVS

DIVS$270 − $98 = $172

SPY$103 − $9 = $94

KeptFee

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