SPYD vs SMLF

ASPYD

BSMLF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,794SMLF · SPYD $15,628

Lowest cost0.07%SPYD · $7 on $10k

Most income4.08%SPYD · $408 on $10k

Smallest drop−8.7%SMLF · worst fall in 1Y

Held in common1.4%SPYD and SMLF

SPYD

SMLF

State Street SPDR Portfolio S&P 500 High Dividend ETF · $7.7BiShares U.S. Small-Cap Equity Factor ETF · $4.3B

+20.2%3 years · per year$17,381 · $18,634+23.1%

+9.3%5 years · per year$15,628 · $16,794+10.9%

0.07%Expense ratio$7 · $15 on $10k · lower wins0.15%

4.08%12-mo yield$408 · $98 on $10k0.98%

−9.8%Worst dropSmaller wins−8.7%

12.4%VolatilityLower wins16.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPYD · SMLF

1.7%HAS0.5%

1.3%AES0.3%

1.3%PNW0.2%

1.2%KIM0.1%

Held in common1.4%

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

Both

5Y2 funds

#			Trend
1	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B
2	ASPYD	State Street SPDR Portfolio S&P 500 High Dividend ETFRead Desk		0.07%	4.08%	+2.9%	+20.7%	+25.0%	+20.2%	+9.3%	−9.8%	$7.7B

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

Both

5Y2 funds

#			Trend
1	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B
2	ASPYD	State Street SPDR Portfolio S&P 500 High Dividend ETFRead Desk		0.07%	4.08%	+2.9%	+20.7%	+25.0%	+20.2%	+9.3%	−9.8%	$7.7B

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

SPYD vs SMLF

SPYD

SPDR Portfolio S&P 500 High Dividend

$15,628

SMLF

iShares U.S. Small-Cap Equity Factor

$16,794

MeasureSPYDSMLF

Fee0.07%0.15%

Cost on $10k a year$7$15

Yield4.08%0.98%

5 years, per year+9.3%+10.9%

3 years, per year+20.2%+23.1%

Worst drop · 1Y−9.8%−8.7%

Volatility · 1Y12.4%16.9%

3–3measures won
level

1.4%

holdings shared

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

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

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

Overlap: SPYD, SMLF

Today

1.4%most shared, SPYD and SMLF

SPYDSMLF

SPYD—1.4%

SMLF1.4%—

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

Income After Fees on $10,000

$401most kept, SPYD

SPYD$408 − $7 = $401

SMLF$98 − $15 = $83

KeptFee

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