FVAL vs SPYM

AFVAL

BSPYM

Measures won3–2FVAL wins · of 6 · 5Y

$10,000 · 5Y$18,310FVAL · SPYM $18,126

Lowest cost0.02%SPYM · $2 on $10k

Most income1.47%FVAL · $147 on $10k

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

Held in common55.8%FVAL and SPYM

FVAL

SPYM

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

+23.7%3 years · per year$18,950 · $19,186+24.3%

+12.9%5 years · per year$18,310 · $18,126+12.6%

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

1.47%12-mo yield$147 · $101 on $10k1.01%

−8.9%Worst dropSmaller wins−8.9%

11.9%VolatilityLower wins12.8%

3–2FVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFVAL · SPYM

7.8%NVDA7.7%

7.7%AAPL7.4%

6.3%MSFT5.9%

3.6%AMZN3.8%

Held in common55.8%

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

All Three

5Y3 funds

#
1	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.47%	+2.0%	+16.7%	+19.9%	+23.7%	+12.9%	−8.9%	$1.4B
2	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
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.47%	+2.0%	+16.7%	+19.9%	+23.7%	+12.9%	−8.9%	$1.4B
2	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
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B

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

FVAL vs SPYM

FVAL

Fidelity Value Factor

$18,310

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureFVALSPYM

Fee0.15%0.02%

Cost on $10k a year$15$2

Yield1.47%1.01%

5 years, per year+12.9%+12.6%

3 years, per year+23.7%+24.3%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y11.9%12.8%

3–2measures won
FVAL first

55.8%

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: FVAL, SPYM, IVV

Today

99.8%most shared, SPYM and IVV

FVALSPYMIVV

FVAL—55.8%55.9%

SPYM55.8%—99.8%

IVV55.9%99.8%—

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

Income After Fees on $10,000

$132most kept, FVAL

FVAL$147 − $15 = $132

IVV$109 − $3 = $106

SPYM$101 − $2 = $99

KeptFee

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