DIVY vs SPYM

ADIVY

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · DIVY $15,659

Lowest cost0.02%SPYM · $2 on $10k

Most income2.80%DIVY · $280 on $10k

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

Held in common2.3%DIVY and SPYM

DIVY

SPYM

Sound Equity Dividend Income ETF · $28MState Street SPDR Portfolio S&P 500 ETF · $182B

+14.0%3 years · per year$14,805 · $18,082+21.8%

+9.4%5 years · per year$15,659 · $17,192+11.4%

0.45%Expense ratio$45 · $2 on $10k · lower wins0.02%

2.80%12-mo yield$280 · $105 on $10k1.05%

−9.0%Worst dropSmaller wins−8.9%

14.0%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIVY · SPYM

3.1%CSCO0.6%

2.6%IBM0.4%

2.5%PEP0.3%

3.8%PFE0.3%

Held in common2.3%

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	ADIVY	Sound Equity Dividend Income ETFRead Desk		0.45%	2.80%	+0.1%	+22.3%	+28.6%	+14.0%	+9.4%	−9.0%	$28M

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	ADIVY	Sound Equity Dividend Income ETFRead Desk		0.45%	2.80%	+0.1%	+22.3%	+28.6%	+14.0%	+9.4%	−9.0%	$28M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DIVY vs SPYM

DIVY

Sound Equity Dividend Income

$15,659

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureDIVYSPYM

Fee0.45%0.02%

Cost on $10k a year$45$2

Yield2.80%1.05%

5 years, per year+9.4%+11.4%

3 years, per year+14.0%+21.8%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y14.0%13.6%

5–1measures won
SPYM first

2.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DIVY, SPYM

Today

2.3%most shared, DIVY and SPYM

DIVYSPYM

DIVY—2.3%

SPYM2.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$235most kept, DIVY

DIVY$280 − $45 = $235

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee