SPLV vs SPYM

ASPLV

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPLV $13,408

Lowest cost0.02%SPYM · $2 on $10k

Most income2.15%SPLV · $215 on $10k

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

Held in common15.9%SPLV and SPYM

SPLV

SPYM

Invesco S&P 500 Low Volatility ETF · $7.6BState Street SPDR Portfolio S&P 500 ETF · $185B

+12.5%3 years · per year$14,245 · $19,092+24.1%

+6.0%5 years · per year$13,408 · $17,749+12.2%

0.25%Expense ratio$25 · $2 on $10k · lower wins0.02%

2.15%12-mo yield$215 · $103 on $10k1.03%

−9.2%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins12.7%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPLV · SPYM

1.4%BRK-B1.5%

1.1%V1.1%

1.1%JNJ1.0%

0.8%JPM1.4%

Held in common15.9%

End-of-day Nov 3, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	ASPLV	Invesco S&P 500 Low Volatility ETFRead Desk		0.25%	2.15%	−0.7%	+9.7%	+11.3%	+12.5%	+6.0%	−9.2%	$7.6B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	ASPLV	Invesco S&P 500 Low Volatility ETFRead Desk		0.25%	2.15%	−0.7%	+9.7%	+11.3%	+12.5%	+6.0%	−9.2%	$7.6B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPLV vs SPYM

SPLV

Invesco S&P 500 Low Volatility

$13,408

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureSPLVSPYM

Fee0.25%0.02%

Cost on $10k a year$25$2

Yield2.15%1.03%

5 years, per year+6.0%+12.2%

3 years, per year+12.5%+24.1%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y10.8%12.7%

4–2measures won
SPYM first

15.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SPLV, SPYM

Today

15.9%most shared, SPLV and SPYM

SPLVSPYM

SPLV—15.9%

SPYM15.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$190most kept, SPLV

SPLV$215 − $25 = $190

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee