LSVD vs SPYM

ALSVD

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

Smallest drop−8.1%LSVD · worst fall in 1Y

Held in common45.0%LSVD and SPYM

LSVD

SPYM

LSV Disciplined Value ETF · $653MState Street SPDR Portfolio S&P 500 ETF · $185B

[…]3 years · per year[…] · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.40%Expense ratio$40 · $2 on $10k · lower wins0.02%

0.27%12-mo yield$27 · $101 on $10k1.01%

−8.1%Worst dropSmaller wins−8.9%

13.4%VolatilityLower wins12.8%

1–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsLSVD · SPYM

6.1%NVDA7.7%

5.9%AAPL7.4%

3.7%AMZN3.8%

3.4%MSFT5.9%

Held in common45.0%

End-of-day Nov 4, 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%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	ALSVD	LSV Disciplined Value ETFRead Desk		0.40%	0.27%	+1.4%	+20.2%	+23.9%	new	new	−8.1%	$653M

End-of-day Nov 4, 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%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	ALSVD	LSV Disciplined Value ETFRead Desk		0.40%	0.27%	+1.4%	+20.2%	+23.9%	new	new	−8.1%	$653M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LSVD vs SPYM

LSVD

LSV Disciplined Value

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureLSVDSPYM

Fee0.40%0.02%

Cost on $10k a year$40$2

Yield0.27%1.01%

5 years, per year[…]+12.6%

3 years, per year[…]+24.3%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y13.4%12.8%

3–1measures won
SPYM first

45.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: LSVD, SPYM

Today

45.0%most shared, LSVD and SPYM

LSVDSPYM

LSVD—45.0%

SPYM45.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

LSVD$27 − $40 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee