SPYM vs FVC

ASPYM

BFVC

Measures won6–0SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · SPY $17,118

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common0.0%SPYM and FVC

SPYM

FVC

State Street SPDR Portfolio S&P 500 ETF · $182BFirst Trust Dorsey Wright Dynamic Focus 5 ETF · $109M

+21.8%3 years · per year$18,082 · $13,927+11.7%

+11.4%5 years · per year$17,192 · $11,449+2.7%

0.02%Expense ratio$2 · $30 on $10k · lower wins0.30%

1.05%12-mo yield$105 · $81 on $10k0.81%

−8.9%Worst dropSmaller wins−13.3%

13.6%VolatilityLower wins18.6%

6–0SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPYM · FVC

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BFVC	First Trust Dorsey Wright Dynamic Focus 5 ETFRead Desk	0.30%	0.81%	+0.6%	+10.6%	+12.8%	+11.7%	+2.7%	−13.3%	$109M

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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
3	BFVC	First Trust Dorsey Wright Dynamic Focus 5 ETFRead Desk	0.30%	0.81%	+0.6%	+10.6%	+12.8%	+11.7%	+2.7%	−13.3%	$109M

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

SPYM vs FVC

SPYM

SPDR Portfolio S&P 500

$17,192

FVC

First Trust Dorsey Wright Dynamic Focus 5

$11,449

MeasureSPYMFVC

Fee0.02%0.30%

Cost on $10k a year$2$30

Yield1.05%0.81%

5 years, per year+11.4%+2.7%

3 years, per year+21.8%+11.7%

Worst drop · 1Y−8.9%−13.3%

Volatility · 1Y13.6%18.6%

6–0measures won
SPYM first

0.0%

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

Overlap: SPYM, FVC, SPY

Today

99.9%most shared, SPYM and SPY

SPYMFVCSPY

SPYM—0.0%99.9%

FVC0.0%—0.0%

SPY99.9%0.0%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

FVC$81 − $30 = $51

KeptFee

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