SFGV vs SPYM

ASFGV

BSPYM

Measures won3–1SFGV wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income2.26%SFGV · $226 on $10k

Smallest drop−8.4%SFGV · worst fall in 1Y

Held in common24.0%SFGV and SPYM

SFGV

SPYM

Sequoia Global Value ETF · $1.2BState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.38%Expense ratio$38 · $2 on $10k · lower wins0.02%

2.26%12-mo yield$226 · $105 on $10k1.05%

−8.4%Worst dropSmaller wins−8.9%

11.5%VolatilityLower wins13.6%

3–1SFGV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSFGV · SPYM

1.7%META2.1%

1.3%AAPL7.9%

1.0%ABBV0.8%

0.8%PG0.6%

Held in common24.0%

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	ASFGV	Sequoia Global Value ETFRead Desk		0.38%	2.26%	−0.5%	+14.0%	+18.0%	new	new	−8.4%	$1.2B

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	ASFGV	Sequoia Global Value ETFRead Desk		0.38%	2.26%	−0.5%	+14.0%	+18.0%	new	new	−8.4%	$1.2B

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

SFGV vs SPYM

SFGV

Sequoia Global Value

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureSFGVSPYM

Fee0.38%0.02%

Cost on $10k a year$38$2

Yield2.26%1.05%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−8.4%−8.9%

Volatility · 1Y11.5%13.6%

3–1measures won
SFGV first

24.0%

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: SFGV, SPYM

Today

24.0%most shared, SFGV and SPYM

SFGVSPYM

SFGV—24.0%

SPYM24.0%—

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

Income After Fees on $10,000

$188most kept, SFGV

SFGV$226 − $38 = $188

SPYM$105 − $2 = $103

KeptFee

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