LVDS vs SPYM

ALVDS

BSPYM

Measures won3–1LVDS wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income6.76%LVDS · $676 on $10k

Smallest drop−6.6%LVDS · worst fall in 1Y

Held in common41.3%LVDS and SPYM

LVDS

SPYM

JPMorgan Fundamental Data Science Large Value ETF · $122MState Street SPDR Portfolio S&P 500 ETF · $183B

[…]3 years · per year[…] · $18,024+21.7%

[…]5 years · per year[…] · $17,408+11.7%

0.63%Expense ratio$63 · $2 on $10k · lower wins0.02%

6.76%12-mo yield$676 · $102 on $10k1.02%

−6.6%

End-of-day Nov 12, 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%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	ALVDS	JPMorgan Fundamental Data Science Large Value ETFRead Desk		0.63%	6.76%	−0.2%	+25.5%	+27.7%	new	new	−6.6%	$122M

End-of-day Nov 12, 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%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	ALVDS	JPMorgan Fundamental Data Science Large Value ETFRead Desk		0.63%	6.76%	−0.2%	+25.5%	+27.7%	new	new	−6.6%	$122M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LVDS vs SPYM

LVDS

JPMorgan Fundamental Data Science Large Value

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureLVDSSPYM

Fee0.63%0.02%

Cost on $10k a year$63$2

Yield6.76%1.02%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−6.6%−8.9%

Volatility · 1Y11.0%

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LVDS vs SPYM

Both

Both

$10,000 in LVDS, SPYM

Overlap: LVDS, SPYM

LVDS vs SPYM

SPYM vs SPY

SCHD vs VIG

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Overlap: LVDS, SPYM

Income After Fees on $10,000