MVAL vs SPYM

AMVAL

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VOO $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.56%MVAL · $156 on $10k

Smallest drop−8.9%SPYM · 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 · $182B

[…]3 years · per year[…] · $18,082+21.8%

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

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

1.56%12-mo yield$156 · $105 on $10k1.05%

−12.2%Worst dropSmaller wins−8.9%

15.1%VolatilityLower wins13.6%

1–3SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMVAL · SPYM

3.7%MSFT6.3%

2.7%META2.1%

0.8%GOOGL2.6%

1.3%TXN0.4%

Held in common10.1%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.56%	−1.2%	+12.2%	+18.5%	new	new	−12.2%	$3M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.56%	−1.2%	+12.2%	+18.5%	new	new	−12.2%	$3M

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

MVAL vs SPYM

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureMVALSPYM

Fee0.50%0.02%

Cost on $10k a year$50$2

Yield1.56%1.05%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−12.2%−8.9%

Volatility · 1Y15.1%13.6%

3–1measures won
SPYM first

10.1%

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$850B

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: MVAL, SPYM, VOO

Today

92.2%most shared, SPYM and VOO

MVALSPYMVOO

MVAL—10.1%10.1%

SPYM10.1%—92.2%

VOO10.1%92.2%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

MVAL$156 − $50 = $106

SPYM$105 − $2 = $103

KeptFee

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