DIVZ vs SPYM

ADIVZ

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · DIVZ $15,298

Lowest cost0.02%SPYM · $2 on $10k

Most income2.59%DIVZ · $259 on $10k

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

Held in common17.9%DIVZ and SPYM

DIVZ

SPYM

Polen Dividend Income ETF · $310MState Street SPDR Portfolio S&P 500 ETF · $182B

+16.0%3 years · per year$15,619 · $18,082+21.8%

+8.9%5 years · per year$15,298 · $17,192+11.4%

0.65%Expense ratio$65 · $2 on $10k · lower wins0.02%

2.59%12-mo yield$259 · $105 on $10k1.05%

−7.2%Worst dropSmaller wins−8.9%

10.3%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDIVZ · SPYM

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	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	ADIVZ	Polen Dividend Income ETFRead Desk		0.65%	2.59%	−0.2%	+4.5%	+8.8%	+16.0%	+8.9%	−7.2%	$310M

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	ADIVZ	Polen Dividend Income ETFRead Desk		0.65%	2.59%	−0.2%	+4.5%	+8.8%	+16.0%	+8.9%	−7.2%	$310M

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 SPYM

DIVZ

Polen Dividend Income

$15,298

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureDIVZSPYM

Fee0.65%0.02%

Cost on $10k a year$65$2

Yield2.59%1.05%

5 years, per year+8.9%+11.4%

3 years, per year+16.0%+21.8%

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, SPYM

Today

17.9%most shared, DIVZ and SPYM

DIVZSPYM

DIVZ—17.9%

SPYM17.9%—

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

SPYM$105 − $2 = $103

KeptFee

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