DIVY vs VYM

ADIVY

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · DIVY $15,659

Lowest cost0.04%VYM · $4 on $10k

Most income2.80%DIVY · $280 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common6.3%DIVY and VYM

DIVY

VYM

Sound Equity Dividend Income ETF · $28MVanguard High Dividend Yield ETF · $78.9B

+14.0%3 years · per year$14,805 · $17,107+19.6%

+9.4%5 years · per year$15,659 · $16,941+11.1%

0.45%Expense ratio$45 · $4 on $10k · lower wins0.04%

2.80%12-mo yield$280 · $231 on $10k2.31%

−9.0%Worst dropSmaller wins−6.7%

14.0%VolatilityLower wins10.6%

1–5VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDIVY · VYM

3.1%CSCO1.8%

2.6%IBM0.9%

2.5%PEP0.7%

4.1%T0.7%

Held in common6.3%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
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 VYM

DIVY

Sound Equity Dividend Income

$15,659

VYM

Vanguard High Dividend Yield

$16,941

MeasureDIVYVYM

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield2.80%2.31%

5 years, per year+9.4%+11.1%

3 years, per year+14.0%+19.6%

Worst drop · 1Y−9.0%−6.7%

Volatility · 1Y14.0%10.6%

5–1measures won
VYM first

6.3%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DIVY, VYM

Today

6.3%most shared, DIVY and VYM

DIVYVYM

DIVY—6.3%

VYM6.3%—

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

VYM$231 − $4 = $227

KeptFee

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