MAVF vs SPY

AMAVF

BSPY

Measures won0–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common26.9%MAVF and SPY

MAVF

SPY

Matrix Advisors Value ETF · $91MState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.75%Expense ratio$75 · $9 on $10k · lower wins0.09%

0.38%12-mo yield$38 · $103 on $10k1.03%

−10.9%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins13.6%

0–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsMAVF · SPY

6.6%AAPL7.9%

9.0%MSFT6.3%

6.7%AMZN4.0%

7.2%GOOG2.1%

Held in common26.9%

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	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
2	AMAVF	Matrix Advisors Value ETFRead Desk		0.75%	0.38%	−0.1%	+12.7%	+16.6%	new	new	−10.9%	$91M

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	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
2	AMAVF	Matrix Advisors Value ETFRead Desk		0.75%	0.38%	−0.1%	+12.7%	+16.6%	new	new	−10.9%	$91M

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

MAVF vs SPY

MAVF

Matrix Advisors Value

[…]

SPY

SPDR S&P 500

$17,118

MeasureMAVFSPY

Fee0.75%0.09%

Cost on $10k a year$75$9

Yield0.38%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y15.3%13.6%

4–0measures won
SPY first

26.9%

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: MAVF, SPY

Today

26.9%most shared, MAVF and SPY

MAVFSPY

MAVF—26.9%

SPY26.9%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

MAVF$38 − $75 = −$37

KeptFee

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