SPY vs DVAL

ASPY

BDVAL

Measures won2–3DVAL wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY

Lowest cost0.09%SPY · $9 on $10k

Most income5.15%DVAL · $515 on $10k

Smallest drop−6.2%DVAL · worst fall in 1Y

Held in common[…]SPY and DVAL

SPY

DVAL

State Street SPDR S&P 500 ETF · $792BBrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M

+21.8%3 years · per year$18,083 · $15,457+15.6%

+11.8%5 years · per year$17,481 · […][…]

0.09%Expense ratio$9 · $49 on $10k · lower wins0.49%

1.00%12-mo yield$100 · $515 on $10k5.15%

−8.9%

End-of-day Nov 11, 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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	BDVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk		0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
2	BDVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk		0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPY vs DVAL

SPY

SPDR S&P 500

$17,481

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

MeasureSPYDVAL

Fee0.09%0.49%

Cost on $10k a year$9$49

Yield1.00%5.15%

5 years, per year+11.8%[…]

3 years, per year+21.8%+15.6%

Worst drop · 1Y−8.9%−6.2%

Volatility · 1Y13.7%

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SPY vs DVAL

Both

Both

$10,000 in SPY, DVAL

Overlap: SPY, DVAL

SPY vs DVAL

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Overlap: SPY, DVAL

Income After Fees on $10,000