FLCV vs SPY

AFLCV

BSPY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−5.7%FLCV · worst fall in 1Y

Held in common33.6%FLCV and SPY

FLCV

SPY

Federated Hermes MDT Large Cap Value ETF · $236MState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.43%Expense ratio$43 · $9 on $10k · lower wins0.09%

0.68%12-mo yield$68 · $103 on $10k1.03%

−5.7%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins13.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsFLCV · SPY

6.0%AAPL7.7%

4.2%MSFT6.2%

5.7%AMZN3.9%

2.1%JPM1.4%

Held in common33.6%

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	AFLCV	Federated Hermes MDT Large Cap Value ETFRead Desk		0.43%	0.68%	−2.6%	+21.7%	+28.1%	new	new	−5.7%	$236M

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	AFLCV	Federated Hermes MDT Large Cap Value ETFRead Desk		0.43%	0.68%	−2.6%	+21.7%	+28.1%	new	new	−5.7%	$236M

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

FLCV vs SPY

FLCV

Federated Hermes MDT Large Cap Value

[…]

SPY

SPDR S&P 500

$17,099

MeasureFLCVSPY

Fee0.43%0.09%

Cost on $10k a year$43$9

Yield0.68%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y−5.7%−8.9%

Volatility · 1Y11.6%13.6%

2–2measures won
level

33.6%

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: FLCV, SPY

Today

33.6%most shared, FLCV and SPY

FLCVSPY

FLCV—33.6%

SPY33.6%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FLCV$68 − $43 = $25

KeptFee

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