QVAL vs SPYM

AQVAL

BSPYM

Measures won4–2QVAL wins · of 6 · 5Y

$10,000 · 5Y$20,186QVAL · SPYM $18,126

Lowest cost0.02%SPYM · $2 on $10k

Most income1.35%QVAL · $135 on $10k

Smallest drop−6.3%QVAL · worst fall in 1Y

Held in common3.9%QVAL and SPYM

QVAL

SPYM

Alpha Architect U.S. Quantitative Value ETF · $735MState Street SPDR Portfolio S&P 500 ETF · $182B

+25.0%3 years · per year$19,526 · $19,186+24.3%

+15.1%5 years · per year$20,186 · $18,126+12.6%

0.28%Expense ratio$28 · $2 on $10k · lower wins0.02%

1.35%12-mo yield$135 · $101 on $10k1.01%

−6.3%Worst dropSmaller wins−8.9%

14.0%VolatilityLower wins12.8%

4–2QVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsQVAL · SPYM

2.5%VZ0.3%

2.1%COP0.3%

2.4%ACN0.2%

1.6%T0.2%

Held in common3.9%

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	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.35%	+2.1%	+35.0%	+44.1%	+25.0%	+15.1%	−6.3%	$735M
2	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

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	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.35%	+2.1%	+35.0%	+44.1%	+25.0%	+15.1%	−6.3%	$735M
2	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

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

QVAL vs SPYM

QVAL

Alpha Architect U.S. Quantitative Value

$20,186

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureQVALSPYM

Fee0.28%0.02%

Cost on $10k a year$28$2

Yield1.35%1.01%

5 years, per year+15.1%+12.6%

3 years, per year+25.0%+24.3%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y14.0%12.8%

4–2measures won
QVAL first

3.9%

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: QVAL, SPYM

Today

3.9%most shared, QVAL and SPYM

QVALSPYM

QVAL—3.9%

SPYM3.9%—

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

Income After Fees on $10,000

$107most kept, QVAL

QVAL$135 − $28 = $107

SPYM$101 − $2 = $99

KeptFee

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