VT vs SPYM

AVT

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · VT $15,576

Lowest cost0.02%SPYM · $2 on $10k

Most income1.59%VT · $159 on $10k

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

Held in common55.2%VT and SPYM

SPYM

Vanguard Total World Stock ETF · $81.8BState Street SPDR Portfolio S&P 500 ETF · $182B

+21.0%3 years · per year$17,695 · $18,222+22.1%

+9.3%5 years · per year$15,576 · $17,164+11.4%

0.06%Expense ratio$6 · $2 on $10k · lower wins0.02%

1.59%12-mo yield$159 · $106 on $10k1.06%

−9.7%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · SPYM

4.5%NVDA7.3%

4.1%AAPL7.7%

3.2%MSFT6.2%

2.0%AMZN3.9%

Held in common55.2%

End-of-day Nov 5, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.59%	−3.8%	+4.9%	+8.3%	new	new	−12.5%	$2.1B

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	WCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.59%	−3.8%	+4.9%	+8.3%	new	new	−12.5%	$2.1B

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

Cards for this view

VT vs SPYM

Vanguard Total World Stock

$15,576

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureVTSPYM

Fee0.06%0.02%

Cost on $10k a year$6$2

Yield1.59%1.06%

5 years, per year+9.3%+11.4%

3 years, per year+21.0%+22.1%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y14.7%13.6%

5–1measures won
SPYM first

55.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPYM, WCMI, VT

Today

55.2%most shared, SPYM and VT

SPYMWCMIVT

SPYM—0.2%55.2%

WCMI0.2%—3.5%

VT55.2%3.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$153most kept, VT

VT$159 − $6 = $153

SPYM$106 − $2 = $104

WCMI$59 − $85 = −$26

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee