SPVM vs SPY

ASPVM

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · SPVM $16,836

Lowest cost0.09%SPY · $9 on $10k

Most income1.83%SPVM · $183 on $10k

Smallest drop−7.3%SPVM · worst fall in 1Y

Held in common10.7%SPVM and SPY

SPVM

SPY

Invesco S&P 500 Value with Momentum ETF · $144MState Street SPDR S&P 500 ETF · $819B

+20.9%3 years · per year$17,675 · $18,174+22.0%

+11.0%5 years · per year$16,836 · $17,099+11.3%

0.44%Expense ratio$44 · $9 on $10k · lower wins0.09%

1.83%12-mo yield$183 · $103 on $10k1.03%

−7.3%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPVM · SPY

0.8%JPM1.4%

0.8%XOM1.0%

0.8%CVX0.6%

1.0%BAC0.5%

Held in common10.7%

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk		0.44%	1.83%	−2.1%	+15.2%	+22.1%	+20.9%	+11.0%	−7.3%	$144M

End-of-day Nov 5, 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%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
2	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk		0.44%	1.83%	−2.1%	+15.2%	+22.1%	+20.9%	+11.0%	−7.3%	$144M

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

Cards for this view

SPVM vs SPY

SPVM

Invesco S&P 500 Value with Momentum

$16,836

SPY

SPDR S&P 500

$17,099

MeasureSPVMSPY

Fee0.44%0.09%

Cost on $10k a year$44$9

Yield1.83%1.03%

5 years, per year+11.0%+11.3%

3 years, per year+20.9%+22.0%

Worst drop · 1Y−7.3%−8.9%

Volatility · 1Y11.1%13.6%

3–3measures won
level

10.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPVM, SPY

Today

10.7%most shared, SPVM and SPY

SPVMSPY

SPVM—10.7%

SPY10.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$139most kept, SPVM

SPVM$183 − $44 = $139

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee