SPDW vs VT

ASPDW

BVT

Measures won2–4VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · SPDW $15,100

Lowest cost0.03%SPDW · $3 on $10k

Most income3.14%SPDW · $314 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common21.5%SPDW and VT

SPDW

State Street SPDR Portfolio Developed World ex-US ETF · $41.0BVanguard Total World Stock ETF · $81.8B

+20.4%3 years · per year$17,462 · $17,563+20.7%

+8.6%5 years · per year$15,100 · $15,649+9.4%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

3.14%12-mo yield$314 · $159 on $10k1.59%

−11.5%Worst dropSmaller wins−9.7%

17.9%VolatilityLower wins14.7%

2–4VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPDW · VT

1.7%000660.KS0.6%

1.7%ASML.AS0.6%

0.9%HSBA.L0.3%

0.9%SHEL.L0.2%

Held in common21.5%

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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
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%	$41.0B

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	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
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%	$41.0B

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 VT

SPDW

SPDR Portfolio Developed World ex-US

$15,100

Vanguard Total World Stock

$15,649

MeasureSPDWVT

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield3.14%1.59%

5 years, per year+8.6%+9.4%

3 years, per year+20.4%+20.7%

Worst drop · 1Y−11.5%−9.7%

Volatility · 1Y17.9%14.7%

4–2measures won
VT first

21.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SPDW, VT

Today

21.5%most shared, SPDW and VT

SPDWVT

SPDW—21.5%

VT21.5%—

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

VT$159 − $6 = $153

KeptFee

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