SPY vs QVAL

ASPY

BQVAL

Measures won2–4QVAL wins · of 6 · 5Y

$10,000 · 5Y$19,361QVAL · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.39%QVAL · $139 on $10k

Smallest drop−6.3%QVAL · worst fall in 1Y

Held in common3.9%SPY and QVAL

SPY

QVAL

State Street SPDR S&P 500 ETF · $805BAlpha Architect U.S. Quantitative Value ETF · $735M

+22.0%3 years · per year$18,174 · $18,837+23.5%

+11.3%5 years · per year$17,099 · $19,361+14.1%

0.09%Expense ratio$9 · $28 on $10k · lower wins0.28%

1.03%12-mo yield$103 · $139 on $10k1.39%

−8.9%Worst dropSmaller wins−6.3%

13.6%VolatilityLower wins14.3%

2–4QVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · QVAL

0.3%VZ2.5%

0.2%COP1.9%

0.2%ACN2.4%

0.2%T1.6%

Held in common3.9%

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	BQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.39%	−2.7%	+31.3%	+40.6%	+23.5%	+14.1%	−6.3%	$735M
2	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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	BQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.39%	−2.7%	+31.3%	+40.6%	+23.5%	+14.1%	−6.3%	$735M
2	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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

SPY vs QVAL

SPY

SPDR S&P 500

$17,099

QVAL

Alpha Architect U.S. Quantitative Value

$19,361

MeasureSPYQVAL

Fee0.09%0.28%

Cost on $10k a year$9$28

Yield1.03%1.39%

5 years, per year+11.3%+14.1%

3 years, per year+22.0%+23.5%

Worst drop · 1Y−8.9%−6.3%

Volatility · 1Y13.6%14.3%

4–2measures won
QVAL first

3.9%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPY, QVAL

Today

3.9%most shared, SPY and QVAL

SPYQVAL

SPY—3.9%

QVAL3.9%—

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

Income After Fees on $10,000

$111most kept, QVAL

QVAL$139 − $28 = $111

SPY$103 − $9 = $94

KeptFee

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