SPYM vs QLTY

ASPYM

BQLTY

Measures won3–1SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,555SPYM · SPY $17,493

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common36.5%SPYM and QLTY

SPYM

QLTY

State Street SPDR Portfolio S&P 500 ETF · $179BGMO US Quality ETF · $5.4B

+22.0%3 years · per year$18,163 · […][…]

+11.9%5 years · per year$17,555 · […][…]

0.02%Expense ratio$2 · $50 on $10k · lower wins0.50%

1.03%12-mo yield$103 · $64 on $10k0.64%

−8.9%Worst dropSmaller wins−11.7%

13.7%VolatilityLower wins13.3%

3–1SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPYM · QLTY

6.3%MSFT8.2%

4.0%AMZN3.9%

7.9%AAPL3.4%

6.9%NVDA2.8%

Held in common36.5%

End-of-day Nov 9, 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%	1.03%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BQLTY	GMO US Quality ETFRead Desk	0.50%	0.64%	+2.5%	+15.6%	+20.8%	new	new	−11.7%	$5.4B

End-of-day Nov 9, 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%	1.03%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	BQLTY	GMO US Quality ETFRead Desk	0.50%	0.64%	+2.5%	+15.6%	+20.8%	new	new	−11.7%	$5.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPYM vs QLTY

SPYM

SPDR Portfolio S&P 500

$17,555

QLTY

GMO US Quality

[…]

MeasureSPYMQLTY

Fee0.02%0.50%

Cost on $10k a year$2$50

Yield1.03%0.64%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−11.7%

Volatility · 1Y13.7%13.3%

3–1measures won
SPYM first

36.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SPYM, QLTY, SPY

Today

99.9%most shared, SPYM and SPY

SPYMQLTYSPY

SPYM—36.5%99.9%

QLTY36.5%—36.5%

SPY99.9%36.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

QLTY$64 − $50 = $14

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee