MVAL vs SPYM

AMVAL

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · SPY $17,493

Lowest cost0.02%SPYM · $2 on $10k

Most income1.52%MVAL · $152 on $10k

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

Held in common10.1%MVAL and SPYM

MVAL

SPYM

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3MState Street SPDR Portfolio S&P 500 ETF · $179B

[…]3 years · per year[…] · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.50%Expense ratio$50 · $2 on $10k · lower wins0.02%

1.52%12-mo yield$152 · $103 on $10k1.03%

−12.2%Worst dropSmaller wins−8.9%

15.2%VolatilityLower wins13.7%

1–3SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMVAL · SPYM

3.7%MSFT6.2%

2.7%META2.1%

0.8%GOOGL2.6%

1.3%TXN0.4%

Held in common10.1%

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.52%	+2.1%	+14.5%	+21.6%	new	new	−12.2%	$3M

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.52%	+2.1%	+14.5%	+21.6%	new	new	−12.2%	$3M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MVAL vs SPYM

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureMVALSPYM

Fee0.50%0.02%

Cost on $10k a year$50$2

Yield1.52%1.03%

5 years, per year[…]+11.9%

3 years, per year[…]+22.0%

Worst drop · 1Y−12.2%−8.9%

Volatility · 1Y15.2%13.7%

3–1measures won
SPYM first

10.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: MVAL, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

MVALSPYMSPY

MVAL—10.1%10.1%

SPYM10.1%—99.9%

SPY10.1%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, MVAL

MVAL$152 − $50 = $102

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee