SDY vs VYM

ASDY

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · SDY $14,957

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%SDY · $231 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common26.0%SDY and VYM

SDY

VYM

State Street SPDR S&P Dividend ETF · $22.3BVanguard High Dividend Yield ETF · $78.9B

+15.6%3 years · per year$15,464 · $17,150+19.7%

+8.4%5 years · per year$14,957 · $17,254+11.5%

0.35%Expense ratio$35 · $4 on $10k · lower wins0.04%

2.31%12-mo yield$231 · $226 on $10k2.26%

−7.7%Worst dropSmaller wins−6.7%

11.7%VolatilityLower wins10.8%

1–5VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDY · VYM

1.4%CVX1.6%

1.4%PG1.4%

1.2%ABBV2.0%

1.1%KO1.4%

Held in common26.0%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	ASDY	State Street SPDR S&P Dividend ETFRead Desk		0.35%	2.31%	+1.6%	+19.7%	+23.3%	+15.6%	+8.4%	−7.7%	$22.3B

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	ASDY	State Street SPDR S&P Dividend ETFRead Desk		0.35%	2.31%	+1.6%	+19.7%	+23.3%	+15.6%	+8.4%	−7.7%	$22.3B

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

SDY vs VYM

SDY

SPDR S&P Dividend

$14,957

VYM

Vanguard High Dividend Yield

$17,254

MeasureSDYVYM

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield2.31%2.26%

5 years, per year+8.4%+11.5%

3 years, per year+15.6%+19.7%

Worst drop · 1Y−7.7%−6.7%

Volatility · 1Y11.7%10.8%

5–0measures won
VYM first

26.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

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

Overlap: SDY, VYM

Today

26.0%most shared, SDY and VYM

SDYVYM

SDY—26.0%

VYM26.0%—

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

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

SDY$231 − $35 = $196

KeptFee

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