SPHD vs SPY

ASPHD

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · SPHD $14,937

Lowest cost0.09%SPY · $9 on $10k

Most income4.76%SPHD · $476 on $10k

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

Held in common5.9%SPHD and SPY

SPHD

SPY

Invesco S&P 500 High Dividend Low Volatility ETF · $3.5BState Street SPDR S&P 500 ETF · $819B

+15.7%3 years · per year$15,496 · $18,039+21.7%

+8.4%5 years · per year$14,937 · $17,118+11.3%

0.30%Expense ratio$30 · $9 on $10k · lower wins0.09%

4.76%12-mo yield$476 · $103 on $10k1.03%

−9.7%Worst dropSmaller wins−8.9%

12.4%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPHD · SPY

1.4%XOM1.1%

2.1%CVX0.7%

2.0%PEP0.3%

3.1%VZ0.3%

Held in common5.9%

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	ASPHD	Invesco S&P 500 High Dividend Low Volatility ETFRead Desk		0.30%	4.76%	−1.1%	+13.4%	+16.4%	+15.7%	+8.4%	−9.7%	$3.5B

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	ASPHD	Invesco S&P 500 High Dividend Low Volatility ETFRead Desk		0.30%	4.76%	−1.1%	+13.4%	+16.4%	+15.7%	+8.4%	−9.7%	$3.5B

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

SPHD vs SPY

SPHD

Invesco S&P 500 High Dividend Low Volatility

$14,937

SPY

SPDR S&P 500

$17,118

MeasureSPHDSPY

Fee0.30%0.09%

Cost on $10k a year$30$9

Yield4.76%1.03%

5 years, per year+8.4%+11.3%

3 years, per year+15.7%+21.7%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y12.4%13.6%

4–2measures won
SPY first

5.9%

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: SPHD, SPY

Today

5.9%most shared, SPHD and SPY

SPHDSPY

SPHD—5.9%

SPY5.9%—

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

Income After Fees on $10,000

$446most kept, SPHD

SPHD$476 − $30 = $446

SPY$103 − $9 = $94

KeptFee

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