RFV vs SPY

ARFV

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · RFV $16,640

Lowest cost0.09%SPY · $9 on $10k

Most income1.67%RFV · $167 on $10k

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

Held in common0.0%RFV and SPY

RFV

SPY

Invesco S&P MidCap 400 Pure Value ETF · $342MState Street SPDR S&P 500 ETF · $805B

+17.4%3 years · per year$16,187 · $18,174+22.0%

+10.7%5 years · per year$16,640 · $17,099+11.3%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

1.67%12-mo yield$167 · $103 on $10k1.03%

−12.5%Worst dropSmaller wins−8.9%

15.9%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsRFV · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk		0.35%	1.67%	−4.0%	+13.5%	+16.8%	+17.4%	+10.7%	−12.5%	$342M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk		0.35%	1.67%	−4.0%	+13.5%	+16.8%	+17.4%	+10.7%	−12.5%	$342M

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

RFV vs SPY

RFV

Invesco S&P MidCap 400 Pure Value

$16,640

SPY

SPDR S&P 500

$17,099

MeasureRFVSPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield1.67%1.03%

5 years, per year+10.7%+11.3%

3 years, per year+17.4%+22.0%

Worst drop · 1Y−12.5%−8.9%

Volatility · 1Y15.9%13.6%

5–1measures won
SPY first

0.0%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RFV, SPY

Today

0.0%most shared, RFV and SPY

RFVSPY

RFV—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$132most kept, RFV

RFV$167 − $35 = $132

SPY$103 − $9 = $94

KeptFee

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