QVML vs SPY

AQVML

BSPY

Measures won4–2QVML wins · of 6 · 5Y

$10,000 · 5Y$18,390QVML · SPY $18,060

Lowest cost0.09%SPY · $9 on $10k

Most income0.99%SPY · $99 on $10k

Smallest drop−8.7%QVML · worst fall in 1Y

Held in common86.2%QVML and SPY

QVML

SPY

Invesco S&P 500 QVM Multi-factor ETF · $1.7BState Street SPDR S&P 500 ETF · $805B

+24.7%3 years · per year$19,394 · $19,132+24.1%

+13.0%5 years · per year$18,390 · $18,060+12.6%

0.11%Expense ratio$11 · $9 on $10k · lower wins0.09%

0.98%12-mo yield$98 · $99 on $10k0.99%

−8.7%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins12.9%

4–2QVML wins

$10,000 · 5 yearsOne scale

Shared top holdingsQVML · SPY

8.3%NVDA7.7%

8.3%AAPL7.4%

6.8%MSFT5.9%

4.4%AMZN3.8%

Held in common86.2%

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	AQVML	Invesco S&P 500 QVM Multi-factor ETFRead Desk		0.11%	0.98%	+1.8%	+14.9%	+15.3%	+24.7%	+13.0%	−8.7%	$1.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

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	AQVML	Invesco S&P 500 QVM Multi-factor ETFRead Desk		0.11%	0.98%	+1.8%	+14.9%	+15.3%	+24.7%	+13.0%	−8.7%	$1.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B

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

QVML vs SPY

QVML

Invesco S&P 500 QVM Multi-factor

$18,390

SPY

SPDR S&P 500

$18,060

MeasureQVMLSPY

Fee0.11%0.09%

Cost on $10k a year$11$9

Yield0.98%0.99%

5 years, per year+13.0%+12.6%

3 years, per year+24.7%+24.1%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y12.6%12.9%

4–1measures won
QVML first

86.2%

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: QVML, SPY

Today

86.2%most shared, QVML and SPY

QVMLSPY

QVML—86.2%

SPY86.2%—

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

QVML$98 − $11 = $87

KeptFee

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