EDOW vs SPYM

AEDOW

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · EDOW $16,239

Lowest cost0.02%SPYM · $2 on $10k

Most income1.21%EDOW · $121 on $10k

Smallest drop−8.7%EDOW · worst fall in 1Y

Held in common27.9%EDOW and SPYM

EDOW

SPYM

First Trust Dow 30 Equal Weight ETF · $324MState Street SPDR Portfolio S&P 500 ETF · $179B

+18.7%3 years · per year$16,738 · $18,161+22.0%

+10.2%5 years · per year$16,239 · $17,553+11.9%

0.50%Expense ratio$50 · $2 on $10k · lower wins0.02%

1.21%12-mo yield$121 · $103 on $10k1.03%

−8.7%Worst dropSmaller wins−8.9%

12.0%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsEDOW · SPYM

3.6%AAPL7.9%

3.5%MSFT6.2%

3.4%AMZN4.0%

2.7%NVDA7.1%

Held in common27.9%

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	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
2	AEDOW	First Trust Dow 30 Equal Weight ETFRead Desk		0.50%	1.21%	+1.9%	+14.3%	+17.9%	+18.7%	+10.2%	−8.7%	$324M

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	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
2	AEDOW	First Trust Dow 30 Equal Weight ETFRead Desk		0.50%	1.21%	+1.9%	+14.3%	+17.9%	+18.7%	+10.2%	−8.7%	$324M

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

EDOW vs SPYM

EDOW

First Trust Dow 30 Equal Weight

$16,239

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureEDOWSPYM

Fee0.50%0.02%

Cost on $10k a year$50$2

Yield1.21%1.03%

5 years, per year+10.2%+11.9%

3 years, per year+18.7%+22.0%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y12.0%13.7%

3–3measures won
level

27.9%

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: EDOW, SPYM

Today

27.9%most shared, EDOW and SPYM

EDOWSPYM

EDOW—27.9%

SPYM27.9%—

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

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

EDOW$121 − $50 = $71

KeptFee

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