GVLU vs SPYM5YGVLUGVLUAvsBSPYMSPYMGotham 1000 Value ETF · $264MState Street SPDR Portfolio S&P 500 ETF · $186BReturns · dividends in+18.8%3 years · per year$16,771 · $17,930+21.5%[…]5 years · per year[…] · $17,277+11.6%Cost and income0.65%Expense ratio$65 · $2 on $10k · lower wins0.02%5.37%12-mo yield$537 · $103 on $10k
Overlap: GVLU, SPYM, SPYToday99.9%most shared, SPYM and SPYGVLUSPYMSPYGVLU—11.9%11.9%SPYM11.9%—99.9%SPY11.9%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
GVLU vs SPYM5YAGVLUGotham 1000 Value[…]vsSPYMBSPDR Portfolio S&P 500$17,277MeasureGVLUSPYMFee0.65%0.02%Cost on $10k a year$65$2Yield5.37%1.03%5 years, per year[…]+11.6%3 years, per year+18.8%+21.5%Worst drop · 1Y−8.5%−8.9%Volatility · 1Y13.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$185.8B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B3AGVLUGotham 1000 Value ETFReadDesk0.65%5.37%+0.3%+19.9%+23.3%+18.8%new−8.5%$264MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.03%−0.4%+11.5%+11.6%+21.5%+11.6%−8.9%$185.8B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B3AGVLUGotham 1000 Value ETFReadDesk0.65%5.37%+0.3%+19.9%+23.3%+18.8%new−8.5%$264MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: GVLU, SPYM, SPYToday99.9%most shared, SPYM and SPYGVLUSPYMSPYGVLU—11.9%11.9%SPYM11.9%—99.9%SPY11.9%99.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$472most kept, GVLUGVLU$537 − $65 = $472SPYM$103 − $2 = $101SPY$101 − $9 = $92KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee