REVS vs SPYM

AREVS

BSPYM

Measures won5–1REVS wins · of 6 · 5Y

$10,000 · 5Y$18,208REVS · SPYM $17,553

Lowest cost0.02%SPYM · $2 on $10k

Most income1.73%REVS · $173 on $10k

Smallest drop−6.9%REVS · worst fall in 1Y

Held in common29.2%REVS and SPYM

REVS

SPYM

Columbia Research Enhanced Value ETF · $399MState Street SPDR Portfolio S&P 500 ETF · $179B

+22.5%3 years · per year$18,401 · $18,161+22.0%

+12.7%5 years · per year$18,209 · $17,553+11.9%

0.20%Expense ratio$20 · $2 on $10k · lower wins0.02%

1.73%12-mo yield$173 · $103 on $10k1.03%

−6.9%Worst dropSmaller wins−8.9%

12.0%VolatilityLower wins13.7%

5–1REVS wins

$10,000 · 5 yearsOne scale

Shared top holdingsREVS · SPYM

8.7%AAPL7.9%

7.7%MSFT6.2%

1.9%META2.1%

1.3%ABBV0.8%

Held in common29.2%

End-of-day Nov 9, 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	AREVS	Columbia Research Enhanced Value ETFRead Desk		0.20%	1.73%	+1.9%	+22.9%	+27.9%	+22.5%	+12.7%	−6.9%	$399M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AREVS	Columbia Research Enhanced Value ETFRead Desk		0.20%	1.73%	+1.9%	+22.9%	+27.9%	+22.5%	+12.7%	−6.9%	$399M
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

REVS vs SPYM

REVS

Columbia Research Enhanced Value

$18,209

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureREVSSPYM

Fee0.20%0.02%

Cost on $10k a year$20$2

Yield1.73%1.03%

5 years, per year+12.7%+11.9%

3 years, per year+22.5%+22.0%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y12.0%13.7%

5–1measures won
REVS first

29.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: REVS, SPYM

Today

29.2%most shared, REVS and SPYM

REVSSPYM

REVS—29.2%

SPYM29.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$153most kept, REVS

REVS$173 − $20 = $153

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee