VT vs SPY

AVT

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · VT $16,384

Lowest cost0.06%VT · $6 on $10k

Most income1.53%VT · $153 on $10k

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

Held in common55.2%VT and SPY

SPY

Vanguard Total World Stock ETF · $81.8BState Street SPDR S&P 500 ETF · $805B

+22.8%3 years · per year$18,538 · $19,132+24.1%

+10.4%5 years · per year$16,384 · $18,060+12.6%

0.06%Expense ratio$6 · $9 on $10k · lower wins0.09%

1.53%12-mo yield$153 · $99 on $10k0.99%

−9.7%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins12.9%

2–4SPY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · SPY

4.5%NVDA7.7%

4.1%AAPL7.4%

3.2%MSFT5.9%

2.0%AMZN3.8%

Held in common55.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.37%	+1.4%	+3.3%	+0.2%	new	new	−15.6%	$36M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.53%	+1.7%	+12.8%	+14.0%	+22.8%	+10.4%	−9.7%	$81.8B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.37%	+1.4%	+3.3%	+0.2%	new	new	−15.6%	$36M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VT vs SPY

Vanguard Total World Stock

$16,384

SPY

SPDR S&P 500

$18,060

MeasureVTSPY

Fee0.06%0.09%

Cost on $10k a year$6$9

Yield1.53%0.99%

5 years, per year+10.4%+12.6%

3 years, per year+22.8%+24.1%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y14.1%12.9%

4–2measures won
SPY first

55.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SPY, WCME, VT

Today

55.2%most shared, SPY and VT

SPYWCMEVT

SPY—0.0%55.2%

WCME0.0%—4.2%

VT55.2%4.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$147most kept, VT

VT$153 − $6 = $147

SPY$99 − $9 = $90

WCME$37 − $95 = −$58

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee