QDF vs SPYM

AQDF

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · QDF $17,574

Lowest cost0.02%SPYM · $2 on $10k

Most income1.49%QDF · $149 on $10k

Smallest drop−7.9%QDF · worst fall in 1Y

Held in common42.2%QDF and SPYM

QDF

SPYM

Northern Trust Quality Dividend ETF · $2.2BState Street SPDR Portfolio S&P 500 ETF · $182B

+21.5%3 years · per year$17,948 · $19,186+24.3%

+11.9%5 years · per year$17,574 · $18,126+12.6%

0.40%Expense ratio$40 · $2 on $10k · lower wins0.02%

1.49%12-mo yield$149 · $101 on $10k1.01%

−7.9%Worst dropSmaller wins−8.9%

12.0%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQDF · SPYM

9.3%AAPL7.4%

7.1%NVDA7.7%

4.6%MSFT5.9%

2.5%AVGO2.4%

Held in common42.2%

End-of-day Nov 4, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AQDF	Northern Trust Quality Dividend ETFRead Desk		0.40%	1.49%	+1.9%	+14.9%	+16.6%	+21.5%	+11.9%	−7.9%	$2.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	AQDF	Northern Trust Quality Dividend ETFRead Desk		0.40%	1.49%	+1.9%	+14.9%	+16.6%	+21.5%	+11.9%	−7.9%	$2.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QDF vs SPYM

QDF

Northern Trust Quality Dividend

$17,574

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureQDFSPYM

Fee0.40%0.02%

Cost on $10k a year$40$2

Yield1.49%1.01%

5 years, per year+11.9%+12.6%

3 years, per year+21.5%+24.3%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y12.0%12.8%

3–3measures won
level

42.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: QDF, SPYM

Today

42.2%most shared, QDF and SPYM

QDFSPYM

QDF—42.2%

SPYM42.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$109most kept, QDF

QDF$149 − $40 = $109

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee