FDIV vs SPYM

AFDIV

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income2.42%FDIV · $242 on $10k

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

Held in common7.5%FDIV and SPYM

FDIV

SPYM

MarketDesk Focused U.S. Dividend ETF · $58MState Street SPDR Portfolio S&P 500 ETF · $182B

+8.9%3 years · per year$12,926 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

2.42%12-mo yield$242 · $105 on $10k1.05%

−9.6%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.6%

2–3SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDIV · SPYM

2.0%JPM1.4%

1.0%PG0.6%

2.0%KO0.6%

1.9%UNH0.6%

Held in common7.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	AFDIV	MarketDesk Focused U.S. Dividend ETFRead Desk	0.35%	2.42%	−0.7%	+4.2%	+8.2%	+8.9%	new	−9.6%	$58M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	AFDIV	MarketDesk Focused U.S. Dividend ETFRead Desk	0.35%	2.42%	−0.7%	+4.2%	+8.2%	+8.9%	new	−9.6%	$58M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDIV vs SPYM

FDIV

MarketDesk Focused U.S. Dividend

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureFDIVSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield2.42%1.05%

5 years, per year[…]+11.4%

3 years, per year+8.9%+21.8%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y12.9%13.6%

3–2measures won
SPYM first

7.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: FDIV, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

FDIVSPYMIVV

FDIV—7.5%7.5%

SPYM7.5%—99.9%

IVV7.5%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$207most kept, FDIV

FDIV$242 − $35 = $207

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee