LSVD vs SPYM

ALSVD

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · SPY $17,493

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common45.3%LSVD and SPYM

LSVD

SPYM

LSV Disciplined Value ETF · $635MState Street SPDR Portfolio S&P 500 ETF · $179B

[…]3 years · per year[…] · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

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

0.27%12-mo yield$27 · $103 on $10k1.03%

−8.1%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins13.7%

1–3SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLSVD · SPYM

6.2%AAPL7.9%

5.8%NVDA7.1%

4.0%AMZN4.0%

3.6%MSFT6.2%

Held in common45.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.27%	+2.1%	+17.5%	+22.8%	new	new	−8.1%	$635M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.27%	+2.1%	+17.5%	+22.8%	new	new	−8.1%	$635M

End-of-day Nov 9, 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

$17,553

MeasureLSVDSPYM

Fee0.40%0.02%

Cost on $10k a year$40$2

Yield0.27%1.03%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y14.1%13.7%

3–1measures won
SPYM first

45.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: LSVD, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

LSVDSPYMSPY

LSVD—45.3%45.3%

SPYM45.3%—99.9%

SPY45.3%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

LSVD$27 − $40 = −$13

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee