FQAL vs SPYM

AFQAL

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · FQAL $17,195

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%FQAL · $114 on $10k

Smallest drop−8.4%FQAL · worst fall in 1Y

Held in common56.2%FQAL and SPYM

FQAL

SPYM

Fidelity Quality Factor ETF · $1.4BState Street SPDR Portfolio S&P 500 ETF · $182B

+22.4%3 years · per year$18,343 · $19,186+24.3%

+11.5%5 years · per year$17,195 · $18,126+12.6%

0.15%Expense ratio$15 · $2 on $10k · lower wins0.02%

1.14%12-mo yield$114 · $101 on $10k1.01%

−8.4%Worst dropSmaller wins−8.9%

11.5%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFQAL · SPYM

7.7%NVDA7.7%

7.6%AAPL7.4%

6.2%MSFT5.9%

4.3%GOOGL2.5%

Held in common56.2%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AFQAL	Fidelity Quality Factor ETFRead Desk		0.15%	1.14%	+1.6%	+13.1%	+14.0%	+22.4%	+11.5%	−8.4%	$1.4B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AFQAL	Fidelity Quality Factor ETFRead Desk		0.15%	1.14%	+1.6%	+13.1%	+14.0%	+22.4%	+11.5%	−8.4%	$1.4B

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

FQAL vs SPYM

FQAL

Fidelity Quality Factor

$17,195

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureFQALSPYM

Fee0.15%0.02%

Cost on $10k a year$15$2

Yield1.14%1.01%

5 years, per year+11.5%+12.6%

3 years, per year+22.4%+24.3%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y11.5%12.8%

3–3measures won
level

56.2%

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: FQAL, SPYM

Today

56.2%most shared, FQAL and SPYM

FQALSPYM

FQAL—56.2%

SPYM56.2%—

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

Income After Fees on $10,000

$99most kept, FQAL

FQAL$114 − $15 = $99

SPYM$101 − $2 = $99

KeptFee

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