SPHD vs VYM

ASPHD

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · SPHD $14,970

Lowest cost0.04%VYM · $4 on $10k

Most income4.71%SPHD · $471 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common12.4%SPHD and VYM

SPHD

VYM

Invesco S&P 500 High Dividend Low Volatility ETF · $3.4BVanguard High Dividend Yield ETF · $78.9B

+15.3%3 years · per year$15,345 · $17,150+19.7%

+8.4%5 years · per year$14,970 · $17,254+11.5%

0.30%Expense ratio$30 · $4 on $10k · lower wins0.04%

4.71%12-mo yield$471 · $226 on $10k2.26%

−9.7%Worst dropSmaller wins−6.7%

12.5%VolatilityLower wins10.8%

1–5VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPHD · VYM

2.1%CVX1.6%

1.5%XOM2.8%

3.1%VZ0.8%

2.0%PEP0.7%

Held in common12.4%

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	ASPHD	Invesco S&P 500 High Dividend Low Volatility ETFRead Desk		0.30%	4.71%	+1.0%	+14.5%	+17.6%	+15.3%	+8.4%	−9.7%	$3.4B

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	ASPHD	Invesco S&P 500 High Dividend Low Volatility ETFRead Desk		0.30%	4.71%	+1.0%	+14.5%	+17.6%	+15.3%	+8.4%	−9.7%	$3.4B

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

SPHD vs VYM

SPHD

Invesco S&P 500 High Dividend Low Volatility

$14,970

VYM

Vanguard High Dividend Yield

$17,254

MeasureSPHDVYM

Fee0.30%0.04%

Cost on $10k a year$30$4

Yield4.71%2.26%

5 years, per year+8.4%+11.5%

3 years, per year+15.3%+19.7%

Worst drop · 1Y−9.7%−6.7%

Volatility · 1Y12.5%10.8%

5–1measures won
VYM first

12.4%

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

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

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

Overlap: SPHD, VYM

Today

12.4%most shared, SPHD and VYM

SPHDVYM

SPHD—12.4%

VYM12.4%—

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

Income After Fees on $10,000

$441most kept, SPHD

SPHD$471 − $30 = $441

VYM$226 − $4 = $222

KeptFee

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