SPYD vs SMLF

ASPYD

BSMLF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · SMLF $15,772

Lowest cost0.06%SCHD · $6 on $10k

Most income4.17%SPYD · $417 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.4%SPYD and SMLF

SPYD

SMLF

State Street SPDR Portfolio S&P 500 High Dividend ETF · $7.9BiShares U.S. Small-Cap Equity Factor ETF · $4.2B

+18.9%3 years · per year$16,806 · $17,680+20.9%

+8.9%5 years · per year$15,311 · $15,772+9.5%

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

4.17%12-mo yield$417 · $102 on $10k1.02%

−9.8%Worst dropSmaller wins−8.7%

12.5%VolatilityLower wins17.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPYD · SMLF

1.7%HAS0.5%

1.3%AES0.3%

1.2%PNW0.2%

1.3%KIM0.1%

Held in common1.4%

End-of-day Nov 6, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
3	ASPYD	State Street SPDR Portfolio S&P 500 High Dividend ETFRead Desk	0.07%	4.17%	−1.0%	+18.0%	+22.2%	+18.9%	+8.9%	−9.8%	$7.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
3	ASPYD	State Street SPDR Portfolio S&P 500 High Dividend ETFRead Desk	0.07%	4.17%	−1.0%	+18.0%	+22.2%	+18.9%	+8.9%	−9.8%	$7.9B

End-of-day Nov 6, 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

$15,311

SMLF

iShares U.S. Small-Cap Equity Factor

$15,772

MeasureSPYDSMLF

Fee0.07%0.15%

Cost on $10k a year$7$15

Yield4.17%1.02%

5 years, per year+8.9%+9.5%

3 years, per year+18.9%+20.9%

Worst drop · 1Y−9.8%−8.7%

Volatility · 1Y12.5%17.3%

3–3measures won
level

1.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SPYD, SMLF, SCHD

Today

22.6%most shared, SPYD and SCHD

SPYDSMLFSCHD

SPYD—1.4%22.6%

SMLF1.4%—2.7%

SCHD22.6%2.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$410most kept, SPYD

SPYD$417 − $7 = $410

SCHD$300 − $6 = $294

SMLF$102 − $15 = $87

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee