DJD vs SPYM

ADJD

BSPYM

Measures won4–2DJD wins · of 6 · 5Y

$10,000 · 5Y$18,101DJD · SPYM $17,553

Lowest cost0.02%SPYM · $2 on $10k

Most income2.21%DJD · $221 on $10k

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

Held in common15.3%DJD and SPYM

DJD

SPYM

Invesco Dow Jones Industrial Average Dividend ETF · $537MState Street SPDR Portfolio S&P 500 ETF · $179B

+21.6%3 years · per year$18,001 · $18,161+22.0%

+12.6%5 years · per year$18,101 · $17,553+11.9%

0.07%Expense ratio$7 · $2 on $10k · lower wins0.02%

2.21%12-mo yield$221 · $103 on $10k1.03%

−5.7%Worst dropSmaller wins−8.9%

11.9%VolatilityLower wins13.7%

4–2DJD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDJD · SPYM

1.5%MSFT6.2%

3.1%JPM1.4%

1.6%V1.1%

4.1%JNJ1.0%

Held in common15.3%

End-of-day Nov 9, 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%	2.21%	+1.8%	+22.3%	+27.2%	+21.6%	+12.6%	−5.7%	$537M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B

End-of-day Nov 9, 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%	2.21%	+1.8%	+22.3%	+27.2%	+21.6%	+12.6%	−5.7%	$537M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DJD vs SPYM

DJD

Invesco Dow Jones Industrial Average Dividend

$18,101

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureDJDSPYM

Fee0.07%0.02%

Cost on $10k a year$7$2

Yield2.21%1.03%

5 years, per year+12.6%+11.9%

3 years, per year+21.6%+22.0%

Worst drop · 1Y−5.7%−8.9%

Volatility · 1Y11.9%13.7%

4–2measures won
DJD first

15.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DJD, SPYM

Today

15.3%most shared, DJD and SPYM

DJDSPYM

DJD—15.3%

SPYM15.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$214most kept, DJD

DJD$221 − $7 = $214

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee