DVOL vs SPY

ADVOL

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · DVOL $13,324

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

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

Held in common9.3%DVOL and SPY

DVOL

SPY

First Trust Dorsey Wright Momentum & Low Volatility ETF · $75MState Street SPDR S&P 500 ETF · $805B

+15.5%3 years · per year$15,415 · $19,132+24.1%

+5.9%5 years · per year$13,324 · $18,060+12.6%

0.60%Expense ratio$60 · $9 on $10k · lower wins0.09%

0.79%12-mo yield$79 · $99 on $10k0.99%

−9.8%Worst dropSmaller wins−8.9%

12.1%VolatilityLower wins12.9%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDVOL · SPY

2.6%AAPL7.4%

2.8%JPM1.4%

2.9%CVX0.7%

1.5%MRK0.5%

Held in common9.3%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ADVOL	First Trust Dorsey Wright Momentum & Low Volatility ETFRead Desk		0.60%	0.79%	+1.7%	+6.5%	+8.4%	+15.5%	+5.9%	−9.8%	$75M

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ADVOL	First Trust Dorsey Wright Momentum & Low Volatility ETFRead Desk		0.60%	0.79%	+1.7%	+6.5%	+8.4%	+15.5%	+5.9%	−9.8%	$75M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DVOL vs SPY

DVOL

First Trust Dorsey Wright Momentum & Low Volatility

$13,324

SPY

SPDR S&P 500

$18,060

MeasureDVOLSPY

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield0.79%0.99%

5 years, per year+5.9%+12.6%

3 years, per year+15.5%+24.1%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y12.1%12.9%

5–1measures won
SPY first

9.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DVOL, SPY

Today

9.3%most shared, DVOL and SPY

DVOLSPY

DVOL—9.3%

SPY9.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

DVOL$79 − $60 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee