SPDW vs SPY

ASPDW

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · SPDW $15,100

Lowest cost0.03%SPDW · $3 on $10k

Most income3.14%SPDW · $314 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%SPDW and SPY

SPDW

SPY

State Street SPDR Portfolio Developed World ex-US ETF · $41.2BState Street SPDR S&P 500 ETF · $819B

+20.4%3 years · per year$17,462 · $18,039+21.7%

+8.6%5 years · per year$15,100 · $17,118+11.3%

0.03%Expense ratio$3 · $9 on $10k · lower wins0.09%

3.14%12-mo yield$314 · $103 on $10k1.03%

−11.5%Worst dropSmaller wins−8.9%

17.9%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPDW · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ASPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.14%	−0.5%	+10.1%	+14.9%	+20.4%	+8.6%	−11.5%	$41.2B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ASPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.14%	−0.5%	+10.1%	+14.9%	+20.4%	+8.6%	−11.5%	$41.2B

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

SPDW vs SPY

SPDW

SPDR Portfolio Developed World ex-US

$15,100

SPY

SPDR S&P 500

$17,118

MeasureSPDWSPY

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield3.14%1.03%

5 years, per year+8.6%+11.3%

3 years, per year+20.4%+21.7%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y17.9%13.6%

4–2measures won
SPY first

0.0%

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: SPDW, SPY

Today

0.0%most shared, SPDW and SPY

SPDWSPY

SPDW—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$311most kept, SPDW

SPDW$314 − $3 = $311

SPY$103 − $9 = $94

KeptFee

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