DVLU vs SPYM

ADVLU

BSPYM

Measures won0–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · DVLU $16,531

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common6.2%DVLU and SPYM

DVLU

SPYM

First Trust Dorsey Wright Momentum & Value ETF · $47MState Street SPDR Portfolio S&P 500 ETF · $182B

+22.1%3 years · per year$18,189 · $18,222+22.1%

+10.6%5 years · per year$16,531 · $17,164+11.4%

0.60%Expense ratio$60 · $2 on $10k · lower wins0.02%

0.80%12-mo yield$80 · $106 on $10k1.06%

−12.2%Worst dropSmaller wins−8.9%

16.3%VolatilityLower wins13.6%

0–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDVLU · SPYM

1.3%JPM1.4%

0.7%MU1.4%

2.4%CVX0.6%

1.2%MS0.3%

Held in common6.2%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk		0.60%	0.80%	−3.0%	+7.1%	+14.7%	+22.1%	+10.6%	−12.2%	$47M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk		0.60%	0.80%	−3.0%	+7.1%	+14.7%	+22.1%	+10.6%	−12.2%	$47M

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

DVLU vs SPYM

DVLU

First Trust Dorsey Wright Momentum & Value

$16,531

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureDVLUSPYM

Fee0.60%0.02%

Cost on $10k a year$60$2

Yield0.80%1.06%

5 years, per year+10.6%+11.4%

3 years, per year+22.1%+22.1%

Worst drop · 1Y−12.2%−8.9%

Volatility · 1Y16.3%13.6%

5–0measures won
SPYM first

6.2%

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: DVLU, SPYM

Today

6.2%most shared, DVLU and SPYM

DVLUSPYM

DVLU—6.2%

SPYM6.2%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

DVLU$80 − $60 = $20

KeptFee

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