HDV vs SPY

AHDV

BSPY

Measures won5–1HDV wins · of 6 · 5Y

$10,000 · 5Y$18,461HDV · SPY $17,118

Lowest cost0.08%HDV · $8 on $10k

Most income3.16%HDV · $316 on $10k

Smallest drop−6.4%HDV · worst fall in 1Y

Held in common10.1%HDV and SPY

HDV

SPY

iShares Core High Dividend ETF · $16.2BState Street SPDR S&P 500 ETF · $819B

+20.7%3 years · per year$17,564 · $18,039+21.7%

+13.0%5 years · per year$18,461 · $17,118+11.3%

0.08%Expense ratio$8 · $9 on $10k · lower wins0.09%

3.16%12-mo yield$316 · $103 on $10k1.03%

−6.4%Worst dropSmaller wins−8.9%

11.8%VolatilityLower wins13.6%

5–1HDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDV · SPY

8.7%XOM1.1%

6.8%ABBV0.8%

6.7%CVX0.7%

5.7%PG0.6%

Held in common10.1%

End-of-day Nov 6, 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	AHDV	iShares Core High Dividend ETFRead Desk		0.08%	3.16%	−0.7%	+28.0%	+32.9%	+20.7%	+13.0%	−6.4%	$16.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AHDV	iShares Core High Dividend ETFRead Desk		0.08%	3.16%	−0.7%	+28.0%	+32.9%	+20.7%	+13.0%	−6.4%	$16.2B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HDV vs SPY

HDV

iShares Core High Dividend

$18,461

SPY

SPDR S&P 500

$17,118

MeasureHDVSPY

Fee0.08%0.09%

Cost on $10k a year$8$9

Yield3.16%1.03%

5 years, per year+13.0%+11.3%

3 years, per year+20.7%+21.7%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y11.8%13.6%

5–1measures won
HDV first

10.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: HDV, SPY

Today

10.1%most shared, HDV and SPY

HDVSPY

HDV—10.1%

SPY10.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$308most kept, HDV

HDV$316 − $8 = $308

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee