MFDX vs SPY

AMFDX

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · MFDX $15,705

Lowest cost0.09%SPY · $9 on $10k

Most income3.05%MFDX · $305 on $10k

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

Held in common0.2%MFDX and SPY

MFDX

SPY

PIMCO RAFI Dynamic Multi-Factor International Equity ETF · $438MState Street SPDR S&P 500 ETF · $819B

+19.2%3 years · per year$16,947 · $18,174+22.0%

+9.4%5 years · per year$15,705 · $17,099+11.3%

0.39%Expense ratio$39 · $9 on $10k · lower wins0.09%

3.05%12-mo yield$305 · $103 on $10k1.03%

−10.7%Worst dropSmaller wins−8.9%

14.9%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFDX · SPY

0.2%NXPI0.1%

0.1%GRMN0.1%

Held in common0.2%

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AMFDX	PIMCO RAFI Dynamic Multi-Factor International Equity ETFRead Desk		0.39%	3.05%	−2.9%	+7.2%	+13.0%	+19.2%	+9.4%	−10.7%	$438M

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	AMFDX	PIMCO RAFI Dynamic Multi-Factor International Equity ETFRead Desk		0.39%	3.05%	−2.9%	+7.2%	+13.0%	+19.2%	+9.4%	−10.7%	$438M

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

Cards for this view

MFDX vs SPY

MFDX

PIMCO RAFI Dynamic Multi-Factor International Equity

$15,705

SPY

SPDR S&P 500

$17,099

MeasureMFDXSPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield3.05%1.03%

5 years, per year+9.4%+11.3%

3 years, per year+19.2%+22.0%

Worst drop · 1Y−10.7%−8.9%

Volatility · 1Y14.9%13.6%

5–1measures won
SPY first

0.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MFDX, SPY

Today

0.2%most shared, MFDX and SPY

MFDXSPY

MFDX—0.2%

SPY0.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$266most kept, MFDX

MFDX$305 − $39 = $266

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee