DSMC vs SPY

ADSMC

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.12%DSMC · $112 on $10k

Smallest drop−6.3%DSMC · worst fall in 1Y

Held in common0.2%DSMC and SPY

DSMC

SPY

Distillate Small/Mid Cash Flow ETF · $152MState Street SPDR S&P 500 ETF · $819B

+16.9%3 years · per year$15,959 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.55%Expense ratio$55 · $9 on $10k · lower wins0.09%

1.12%12-mo yield$112 · $103 on $10k1.03%

−6.3%Worst dropSmaller wins−8.9%

15.6%VolatilityLower wins13.6%

2–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDSMC · SPY

1.9%SWKS0.0%

1.2%MAS0.0%

1.0%APA0.0%

0.9%TXT0.0%

Held in common0.2%

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	ADSMC	Distillate Small/Mid Cash Flow ETFRead Desk		0.55%	1.12%	−2.9%	+26.8%	+31.9%	+16.9%	new	−6.3%	$152M

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	ADSMC	Distillate Small/Mid Cash Flow ETFRead Desk		0.55%	1.12%	−2.9%	+26.8%	+31.9%	+16.9%	new	−6.3%	$152M

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

Cards for this view

DSMC vs SPY

DSMC

Distillate Small/Mid Cash Flow

[…]

SPY

SPDR S&P 500

$17,099

MeasureDSMCSPY

Fee0.55%0.09%

Cost on $10k a year$55$9

Yield1.12%1.03%

5 years, per year[…]+11.3%

3 years, per year+16.9%+22.0%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y15.6%13.6%

3–2measures won
SPY first

0.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DSMC, SPY

Today

0.2%most shared, DSMC and SPY

DSMCSPY

DSMC—0.2%

SPY0.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

DSMC$112 − $55 = $57

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee