DJD vs SPY

ADJD

BSPY

Measures won5–0DJD wins · of 6 · 5Y

$10,000 · 5Y$17,815DJD · SPY $17,118

Lowest cost0.07%DJD · $7 on $10k

Most income2.25%DJD · $225 on $10k

Smallest drop−5.7%DJD · worst fall in 1Y

Held in common15.4%DJD and SPY

DJD

SPY

Invesco Dow Jones Industrial Average Dividend ETF · $537MState Street SPDR S&P 500 ETF · $778B

+21.7%3 years · per year$18,029 · $18,039+21.7%

+12.2%5 years · per year$17,815 · $17,118+11.3%

0.07%Expense ratio$7 · $9 on $10k · lower wins0.09%

2.25%12-mo yield$225 · $103 on $10k1.03%

−5.7%Worst dropSmaller wins−8.9%

11.8%VolatilityLower wins13.6%

5–0DJD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDJD · SPY

1.5%MSFT6.3%

3.1%JPM1.4%

1.6%V1.1%

4.0%JNJ1.0%

Held in common15.4%

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	ADJD	Invesco Dow Jones Industrial Average Dividend ETFRead Desk		0.07%	2.25%	−0.8%	+20.2%	+24.8%	+21.7%	+12.2%	−5.7%	$537M
2	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%	$777.7B

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	ADJD	Invesco Dow Jones Industrial Average Dividend ETFRead Desk		0.07%	2.25%	−0.8%	+20.2%	+24.8%	+21.7%	+12.2%	−5.7%	$537M
2	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%	$777.7B

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

DJD vs SPY

DJD

Invesco Dow Jones Industrial Average Dividend

$17,815

SPY

SPDR S&P 500

$17,118

MeasureDJDSPY

Fee0.07%0.09%

Cost on $10k a year$7$9

Yield2.25%1.03%

5 years, per year+12.2%+11.3%

3 years, per year+21.7%+21.7%

Worst drop · 1Y−5.7%−8.9%

Volatility · 1Y11.8%13.6%

5–0measures won
DJD first

15.4%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DJD, SPY

Today

15.4%most shared, DJD and SPY

DJDSPY

DJD—15.4%

SPY15.4%—

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

Income After Fees on $10,000

$218most kept, DJD

DJD$225 − $7 = $218

SPY$103 − $9 = $94

KeptFee

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