DIVZ vs SPY

ADIVZ

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,118SPY · DIVZ $15,298

Lowest cost0.09%SPY · $9 on $10k

Most income2.59%DIVZ · $259 on $10k

Smallest drop−7.2%DIVZ · worst fall in 1Y

Held in common17.9%DIVZ and SPY

DIVZ

SPY

Polen Dividend Income ETF · $319MState Street SPDR S&P 500 ETF · $819B

+16.0%3 years · per year$15,619 · $18,039+21.7%

+8.9%5 years · per year$15,298 · $17,118+11.3%

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

2.59%12-mo yield$259 · $103 on $10k1.03%

−7.2%Worst dropSmaller wins−8.9%

10.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDIVZ · SPY

4.1%MSFT6.3%

2.6%GOOGL2.6%

2.5%AVGO2.2%

3.0%XOM1.1%

Held in common17.9%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ADIVZ	Polen Dividend Income ETFRead Desk		0.65%	2.59%	−0.2%	+4.5%	+8.8%	+16.0%	+8.9%	−7.2%	$319M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ADIVZ	Polen Dividend Income ETFRead Desk		0.65%	2.59%	−0.2%	+4.5%	+8.8%	+16.0%	+8.9%	−7.2%	$319M

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

DIVZ vs SPY

DIVZ

Polen Dividend Income

$15,298

SPY

SPDR S&P 500

$17,118

MeasureDIVZSPY

Fee0.65%0.09%

Cost on $10k a year$65$9

Yield2.59%1.03%

5 years, per year+8.9%+11.3%

3 years, per year+16.0%+21.7%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y10.3%13.6%

3–3measures won
level

17.9%

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: DIVZ, SPY

Today

17.9%most shared, DIVZ and SPY

DIVZSPY

DIVZ—17.9%

SPY17.9%—

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

Income After Fees on $10,000

$194most kept, DIVZ

DIVZ$259 − $65 = $194

SPY$103 − $9 = $94

KeptFee

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