GDIV vs SPY

AGDIV

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.28%GDIV · $128 on $10k

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

Held in common22.0%GDIV and SPY

GDIV

SPY

Harbor Dividend Growth Leaders ETF (GDIV) · $246MState Street SPDR S&P 500 ETF · $819B

+16.6%3 years · per year$15,859 · $18,174+22.0%

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

0.50%Expense ratio$50 · $9 on $10k · lower wins0.09%

1.28%12-mo yield$128 · $103 on $10k1.03%

−9.6%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins13.6%

2–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsGDIV · SPY

4.8%AAPL7.7%

3.4%MSFT6.2%

2.3%AVGO2.3%

5.1%LLY1.7%

Held in common22.0%

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%	$818.5B
2	AGDIV	Harbor Dividend Growth Leaders ETF (GDIV)Read Desk		0.50%	1.28%	−3.2%	+10.5%	+15.3%	+16.6%	new	−9.6%	$246M

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%	$818.5B
2	AGDIV	Harbor Dividend Growth Leaders ETF (GDIV)Read Desk		0.50%	1.28%	−3.2%	+10.5%	+15.3%	+16.6%	new	−9.6%	$246M

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

GDIV vs SPY

GDIV

Harbor Dividend Growth Leaders ETF (GDIV)

[…]

SPY

SPDR S&P 500

$17,099

MeasureGDIVSPY

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield1.28%1.03%

5 years, per year[…]+11.3%

3 years, per year+16.6%+22.0%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y12.3%13.6%

3–2measures won
SPY first

22.0%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: GDIV, SPY

Today

22.0%most shared, GDIV and SPY

GDIVSPY

GDIV—22.0%

SPY22.0%—

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

GDIV$128 − $50 = $78

KeptFee

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