SDY vs SPYM

ASDY

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SDY $14,895

Lowest cost0.02%SPYM · $2 on $10k

Most income2.35%SDY · $235 on $10k

Smallest drop−7.7%SDY · worst fall in 1Y

Held in common15.3%SDY and SPYM

SDY

SPYM

State Street SPDR S&P Dividend ETF · $22.8BState Street SPDR Portfolio S&P 500 ETF · $182B

+15.8%3 years · per year$15,512 · $18,082+21.8%

+8.3%5 years · per year$14,895 · $17,192+11.4%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

2.35%12-mo yield$235 · $105 on $10k1.05%

−7.7%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSDY · SPYM

1.0%XOM1.1%

0.9%JNJ1.0%

1.2%ABBV0.8%

1.4%CVX0.7%

Held in common15.3%

End-of-day Nov 6, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	ASDY	State Street SPDR S&P Dividend ETFRead Desk		0.35%	2.35%	−1.1%	+17.8%	+20.9%	+15.8%	+8.3%	−7.7%	$22.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	ASDY	State Street SPDR S&P Dividend ETFRead Desk		0.35%	2.35%	−1.1%	+17.8%	+20.9%	+15.8%	+8.3%	−7.7%	$22.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SDY vs SPYM

SDY

SPDR S&P Dividend

$14,895

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureSDYSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield2.35%1.05%

5 years, per year+8.3%+11.4%

3 years, per year+15.8%+21.8%

Worst drop · 1Y−7.7%−8.9%

Volatility · 1Y11.6%13.6%

3–3measures won
level

15.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: SDY, SPYM

Today

15.3%most shared, SDY and SPYM

SDYSPYM

SDY—15.3%

SPYM15.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$200most kept, SDY

SDY$235 − $35 = $200

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee