HIDV vs SPYM

AHIDV

BSPYM

Measures won3–2HIDV wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income2.59%HIDV · $259 on $10k

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

Held in common45.5%HIDV and SPYM

HIDV

SPYM

AB US High Dividend ETF · $201MState Street SPDR Portfolio S&P 500 ETF · $178B

+21.9%3 years · per year$18,126 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

2.59%12-mo yield$259 · $105 on $10k1.05%

−9.6%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.6%

3–2HIDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsHIDV · SPYM

7.3%AAPL7.9%

7.1%NVDA6.9%

5.7%MSFT6.3%

3.1%AMZN4.0%

Held in common45.5%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	AHIDV	AB US High Dividend ETFRead Desk		0.35%	2.59%	−0.4%	+11.2%	+14.1%	+21.9%	new	−9.6%	$201M

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$177.9B
2	AHIDV	AB US High Dividend ETFRead Desk		0.35%	2.59%	−0.4%	+11.2%	+14.1%	+21.9%	new	−9.6%	$201M

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

HIDV vs SPYM

HIDV

AB US High Dividend

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureHIDVSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield2.59%1.05%

5 years, per year[…]+11.4%

3 years, per year+21.9%+21.8%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y12.9%13.6%

3–2measures won
HIDV first

45.5%

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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: HIDV, SPYM

Today

45.5%most shared, HIDV and SPYM

HIDVSPYM

HIDV—45.5%

SPYM45.5%—

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

Income After Fees on $10,000

$224most kept, HIDV

HIDV$259 − $35 = $224

SPYM$105 − $2 = $103

KeptFee

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