DWLD vs SPY

ADWLD

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · DWLD $15,521

Lowest cost0.09%SPY · $9 on $10k

Most income1.59%DWLD · $159 on $10k

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

Held in common11.0%DWLD and SPY

DWLD

SPY

Davis Select Worldwide ETF · $573MState Street SPDR S&P 500 ETF · $805B

+21.4%3 years · per year$17,914 · $18,174+22.0%

+9.2%5 years · per year$15,521 · $17,099+11.3%

0.62%Expense ratio$62 · $9 on $10k · lower wins0.09%

1.59%12-mo yield$159 · $103 on $10k1.03%

−11.3%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDWLD · SPY

3.7%AMZN3.9%

3.4%META2.1%

2.4%GOOG2.1%

2.3%BRK-B1.6%

Held in common11.0%

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%	$804.8B
2	ADWLD	Davis Select Worldwide ETFRead Desk		0.62%	1.59%	−0.3%	−1.9%	+3.6%	+21.4%	+9.2%	−11.3%	$573M

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%	$804.8B
2	ADWLD	Davis Select Worldwide ETFRead Desk		0.62%	1.59%	−0.3%	−1.9%	+3.6%	+21.4%	+9.2%	−11.3%	$573M

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

DWLD vs SPY

DWLD

Davis Select Worldwide

$15,521

SPY

SPDR S&P 500

$17,099

MeasureDWLDSPY

Fee0.62%0.09%

Cost on $10k a year$62$9

Yield1.59%1.03%

5 years, per year+9.2%+11.3%

3 years, per year+21.4%+22.0%

Worst drop · 1Y−11.3%−8.9%

Volatility · 1Y14.8%13.6%

5–1measures won
SPY first

11.0%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DWLD, SPY

Today

11.0%most shared, DWLD and SPY

DWLDSPY

DWLD—11.0%

SPY11.0%—

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

Income After Fees on $10,000

$97most kept, DWLD

DWLD$159 − $62 = $97

SPY$103 − $9 = $94

KeptFee

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