MDIV vs SPY

AMDIV

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,118SPY · MDIV $13,344

Lowest cost0.09%SPY · $9 on $10k

Most income7.56%MDIV · $756 on $10k

Smallest drop−6.1%MDIV · worst fall in 1Y

Held in common3.4%MDIV and SPY

MDIV

SPY

Multi-Asset Diversified Income Index Fund · $420MState Street SPDR S&P 500 ETF · $819B

+10.9%3 years · per year$13,651 · $18,039+21.7%

+5.9%5 years · per year$13,344 · $17,118+11.3%

0.83%Expense ratio$83 · $9 on $10k · lower wins0.09%

7.56%12-mo yield$756 · $103 on $10k1.03%

−6.1%Worst dropSmaller wins−8.9%

6.9%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMDIV · SPY

0.4%CVX0.7%

0.4%PEP0.3%

0.5%VZ0.3%

0.7%PFE0.3%

Held in common3.4%

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	AMDIV	Multi-Asset Diversified Income Index FundRead Desk		0.83%	7.56%	−0.2%	+8.2%	+10.2%	+10.9%	+5.9%	−6.1%	$420M

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	AMDIV	Multi-Asset Diversified Income Index FundRead Desk		0.83%	7.56%	−0.2%	+8.2%	+10.2%	+10.9%	+5.9%	−6.1%	$420M

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

MDIV vs SPY

MDIV

Multi-Asset Diversified Income Index Fund

$13,344

SPY

SPDR S&P 500

$17,118

MeasureMDIVSPY

Fee0.83%0.09%

Cost on $10k a year$83$9

Yield7.56%1.03%

5 years, per year+5.9%+11.3%

3 years, per year+10.9%+21.7%

Worst drop · 1Y−6.1%−8.9%

Volatility · 1Y6.9%13.6%

3–3measures won
level

3.4%

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: MDIV, SPY

Today

3.4%most shared, MDIV and SPY

MDIVSPY

MDIV—3.4%

SPY3.4%—

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

Income After Fees on $10,000

$673most kept, MDIV

MDIV$756 − $83 = $673

SPY$103 − $9 = $94

KeptFee

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