FVD vs SPY

AFVD

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · FVD $13,965

Lowest cost0.09%SPY · $9 on $10k

Most income2.18%FVD · $218 on $10k

Smallest drop−7.6%FVD · worst fall in 1Y

Held in common19.5%FVD and SPY

FVD

SPY

First Trust Value Line Dividend Index Fund · $8.1BState Street SPDR S&P 500 ETF · $805B

+14.6%3 years · per year$15,044 · $18,174+22.0%

+6.9%5 years · per year$13,965 · $17,099+11.3%

0.62%Expense ratio$62 · $9 on $10k · lower wins0.09%

2.18%12-mo yield$218 · $103 on $10k1.03%

−7.6%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFVD · SPY

0.4%HD0.5%

0.4%MRK0.6%

0.4%JPM1.4%

0.4%PM0.5%

Held in common19.5%

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	AFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.18%	−1.2%	+13.5%	+16.7%	+14.6%	+6.9%	−7.6%	$8.1B

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	AFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.18%	−1.2%	+13.5%	+16.7%	+14.6%	+6.9%	−7.6%	$8.1B

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

FVD vs SPY

FVD

First Trust Value Line Dividend Index Fund

$13,965

SPY

SPDR S&P 500

$17,099

MeasureFVDSPY

Fee0.62%0.09%

Cost on $10k a year$62$9

Yield2.18%1.03%

5 years, per year+6.9%+11.3%

3 years, per year+14.6%+22.0%

Worst drop · 1Y−7.6%−8.9%

Volatility · 1Y10.8%13.6%

3–3measures won
level

19.5%

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: FVD, SPY

Today

19.5%most shared, FVD and SPY

FVDSPY

FVD—19.5%

SPY19.5%—

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

Income After Fees on $10,000

$156most kept, FVD

FVD$218 − $62 = $156

SPY$103 − $9 = $94

KeptFee

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