RDIV vs SPYM

ARDIV

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,113RDIV · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income3.41%RDIV · $341 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common2.9%RDIV and SPYM

RDIV

SPYM

Invesco S&P Ultra Dividend Revenue ETF · $1.5BState Street SPDR Portfolio S&P 500 ETF · $182B

+25.8%3 years · per year$19,892 · $18,222+22.1%

+13.8%5 years · per year$19,113 · $17,164+11.4%

0.39%Expense ratio$39 · $2 on $10k · lower wins0.02%

3.41%12-mo yield$341 · $106 on $10k1.06%

−10.7%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRDIV · SPYM

4.5%CVX0.6%

4.9%PEP0.3%

4.7%T0.2%

4.9%BMY0.2%

Held in common2.9%

End-of-day Nov 5, 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	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.41%	−1.1%	+23.5%	+26.0%	+25.8%	+13.8%	−10.7%	$1.5B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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

Both

5Y2 funds

#			Trend
1	ARDIV	Invesco S&P Ultra Dividend Revenue ETFRead Desk		0.39%	3.41%	−1.1%	+23.5%	+26.0%	+25.8%	+13.8%	−10.7%	$1.5B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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

Cards for this view

RDIV vs SPYM

RDIV

Invesco S&P Ultra Dividend Revenue

$19,113

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureRDIVSPYM

Fee0.39%0.02%

Cost on $10k a year$39$2

Yield3.41%1.06%

5 years, per year+13.8%+11.4%

3 years, per year+25.8%+22.1%

Worst drop · 1Y−10.7%−8.9%

Volatility · 1Y13.7%13.6%

3–3measures won
level

2.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RDIV, SPYM

Today

2.9%most shared, RDIV and SPYM

RDIVSPYM

RDIV—2.9%

SPYM2.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$302most kept, RDIV

RDIV$341 − $39 = $302

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee