SPDV vs SPY

ASPDV

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,493SPY · SPDV $16,725

Lowest cost0.09%SPY · $9 on $10k

Most income3.20%SPDV · $320 on $10k

Smallest drop−7.3%SPDV · worst fall in 1Y

Held in common4.7%SPDV and SPY

SPDV

SPY

AAM S&P 500 High Dividend Value ETF · $107MState Street SPDR S&P 500 ETF · $778B

+20.9%3 years · per year$17,686 · $18,118+21.9%

+10.8%5 years · per year$16,725 · $17,493+11.8%

0.29%Expense ratio$29 · $9 on $10k · lower wins0.09%

3.20%12-mo yield$320 · $101 on $10k1.01%

−7.3%Worst dropSmaller wins−8.9%

12.4%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPDV · SPY

1.8%VZ0.3%

1.7%NEE0.3%

1.7%QCOM0.3%

2.1%PFE0.3%

Held in common4.7%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ASPDV	AAM S&P 500 High Dividend Value ETFRead Desk		0.29%	3.20%	+1.4%	+24.3%	+28.6%	+20.9%	+10.8%	−7.3%	$107M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ASPDV	AAM S&P 500 High Dividend Value ETFRead Desk		0.29%	3.20%	+1.4%	+24.3%	+28.6%	+20.9%	+10.8%	−7.3%	$107M

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

SPDV vs SPY

SPDV

AAM S&P 500 High Dividend Value

$16,725

SPY

SPDR S&P 500

$17,493

MeasureSPDVSPY

Fee0.29%0.09%

Cost on $10k a year$29$9

Yield3.20%1.01%

5 years, per year+10.8%+11.8%

3 years, per year+20.9%+21.9%

Worst drop · 1Y−7.3%−8.9%

Volatility · 1Y12.4%13.7%

3–3measures won
level

4.7%

holdings shared

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

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%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

Overlap: SPDV, SPY

Today

4.7%most shared, SPDV and SPY

SPDVSPY

SPDV—4.7%

SPY4.7%—

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

Income After Fees on $10,000

$291most kept, SPDV

SPDV$320 − $29 = $291

SPY$101 − $9 = $92

KeptFee

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