SNPD vs SPYM

ASNPD

BSPYM

Measures won3–2SNPD wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · SCHD $16,459

Lowest cost0.02%SPYM · $2 on $10k

Most income3.05%SNPD · $305 on $10k

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

Held in common10.4%SNPD and SPYM

SNPD

SPYM

Xtrackers S&P Dividend Aristocrats Screened ETF · $4MState Street SPDR Portfolio S&P 500 ETF · $179B

+14.4%3 years · per year$14,974 · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.15%Expense ratio$15 · $2 on $10k · lower wins0.02%

3.05%12-mo yield$305 · $103 on $10k1.03%

−8.7%Worst dropSmaller wins−8.9%

12.5%VolatilityLower wins13.7%

3–2SNPD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSNPD · SPYM

1.7%XOM1.1%

1.6%ABBV0.8%

1.2%PG0.6%

1.4%KO0.6%

Held in common10.4%

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

All Three

5Y3 funds

#
1	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
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ASNPD	Xtrackers S&P Dividend Aristocrats Screened ETFRead Desk	0.15%	3.05%	+1.9%	+20.6%	+25.0%	+14.4%	new	−8.7%	$4M

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

All Three

5Y3 funds

#
1	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
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ASNPD	Xtrackers S&P Dividend Aristocrats Screened ETFRead Desk	0.15%	3.05%	+1.9%	+20.6%	+25.0%	+14.4%	new	−8.7%	$4M

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

SNPD vs SPYM

SNPD

Xtrackers S&P Dividend Aristocrats Screened

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureSNPDSPYM

Fee0.15%0.02%

Cost on $10k a year$15$2

Yield3.05%1.03%

5 years, per year[…]+11.9%

3 years, per year+14.4%+22.0%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y12.5%13.7%

3–2measures won
SNPD first

10.4%

holdings shared

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

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

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

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: SNPD, SPYM, SCHD

Today

16.5%most shared, SNPD and SCHD

SNPDSPYMSCHD

SNPD—10.4%16.5%

SPYM10.4%—8.6%

SCHD16.5%8.6%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SNPD$305 − $15 = $290

SPYM$103 − $2 = $101

KeptFee

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