MODL vs SPYM

AMODL

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common66.1%MODL and SPYM

MODL

SPYM

VictoryShares WestEnd U.S. Sector ETF · $1.0BState Street SPDR Portfolio S&P 500 ETF · $182B

+21.2%3 years · per year$17,792 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.49%Expense ratio$49 · $2 on $10k · lower wins0.02%

0.72%12-mo yield$72 · $105 on $10k1.05%

−9.5%Worst dropSmaller wins−8.9%

12.7%VolatilityLower wins13.6%

1–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMODL · SPYM

6.3%AAPL7.9%

5.3%NVDA6.9%

4.9%MSFT6.3%

3.8%GOOGL2.6%

Held in common66.1%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AMODL	VictoryShares WestEnd U.S. Sector ETFRead Desk	0.49%	0.72%	+0.3%	+7.9%	+9.2%	+21.2%	new	−9.5%	$1.0B

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AMODL	VictoryShares WestEnd U.S. Sector ETFRead Desk	0.49%	0.72%	+0.3%	+7.9%	+9.2%	+21.2%	new	−9.5%	$1.0B

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

MODL vs SPYM

MODL

VictoryShares WestEnd U.S. Sector

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureMODLSPYM

Fee0.49%0.02%

Cost on $10k a year$49$2

Yield0.72%1.05%

5 years, per year[…]+11.4%

3 years, per year+21.2%+21.8%

Worst drop · 1Y−9.5%−8.9%

Volatility · 1Y12.7%13.6%

4–1measures won
SPYM first

66.1%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: MODL, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

MODLSPYMIVV

MODL—66.1%66.1%

SPYM66.1%—99.9%

IVV66.1%99.9%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

MODL$72 − $49 = $23

KeptFee

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