PJFV vs SPY

APJFV

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−7.3%PJFV · worst fall in 1Y

Held in common33.0%PJFV and SPY

PJFV

SPY

PGIM Jennison Focused Value ETF · $235MState Street SPDR S&P 500 ETF · $819B

+25.0%3 years · per year$19,545 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.33%Expense ratio$33 · $9 on $10k · lower wins0.09%

0.58%12-mo yield$58 · $103 on $10k1.03%

−7.3%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

2–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPJFV · SPY

6.9%MSFT6.3%

6.2%AAPL7.9%

5.2%AMZN4.0%

2.6%GOOGL2.6%

Held in common33.0%

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	APJFV	PGIM Jennison Focused Value ETFRead Desk		0.33%	0.58%	0.0%	+18.4%	+22.1%	+25.0%	new	−7.3%	$235M

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	APJFV	PGIM Jennison Focused Value ETFRead Desk		0.33%	0.58%	0.0%	+18.4%	+22.1%	+25.0%	new	−7.3%	$235M

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

PJFV vs SPY

PJFV

PGIM Jennison Focused Value

[…]

SPY

SPDR S&P 500

$17,118

MeasurePJFVSPY

Fee0.33%0.09%

Cost on $10k a year$33$9

Yield0.58%1.03%

5 years, per year[…]+11.3%

3 years, per year+25.0%+21.7%

Worst drop · 1Y−7.3%−8.9%

Volatility · 1Y13.7%13.6%

3–2measures won
SPY first

33.0%

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: PJFV, SPY

Today

33.0%most shared, PJFV and SPY

PJFVSPY

PJFV—33.0%

SPY33.0%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

PJFV$58 − $33 = $25

KeptFee

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