GVUS vs SPY

AGVUS

BSPY

Measures won3–1GVUS wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.46%GVUS · $146 on $10k

Smallest drop−6.7%GVUS · worst fall in 1Y

Held in common58.8%GVUS and SPY

GVUS

SPY

Goldman Sachs MarketBeta Russell 1000 Value Equity ETF · $451MState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $18,174+22.0%

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

0.12%Expense ratio$12 · $9 on $10k · lower wins0.09%

1.46%12-mo yield$146 · $103 on $10k1.03%

−6.7%Worst dropSmaller wins−8.9%

11.5%VolatilityLower wins13.6%

3–1GVUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsGVUS · SPY

5.9%AAPL7.7%

5.3%MSFT6.2%

6.1%AMZN3.9%

2.8%BRK-B1.6%

Held in common58.8%

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	AGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk		0.12%	1.46%	−2.5%	+24.2%	+29.5%	new	new	−6.7%	$451M

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	AGVUS	Goldman Sachs MarketBeta Russell 1000 Value Equity ETFRead Desk		0.12%	1.46%	−2.5%	+24.2%	+29.5%	new	new	−6.7%	$451M

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

GVUS vs SPY

GVUS

Goldman Sachs MarketBeta Russell 1000 Value Equity

[…]

SPY

SPDR S&P 500

$17,099

MeasureGVUSSPY

Fee0.12%0.09%

Cost on $10k a year$12$9

Yield1.46%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y11.5%13.6%

3–1measures won
GVUS first

58.8%

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: GVUS, SPY

Today

58.8%most shared, GVUS and SPY

GVUSSPY

GVUS—58.8%

SPY58.8%—

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

Income After Fees on $10,000

$134most kept, GVUS

GVUS$146 − $12 = $134

SPY$103 − $9 = $94

KeptFee

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