SPYV vs SPY

ASPYV

BSPY

Measures won4–2SPYV wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · SPYV $17,769

Lowest cost0.04%SPYV · $4 on $10k

Most income1.62%SPYV · $162 on $10k

Smallest drop−6.2%SPYV · worst fall in 1Y

Held in common60.4%SPYV and SPY

SPYV

SPY

State Street SPDR Portfolio S&P 500 Value ETF · $38.6BState Street SPDR S&P 500 ETF · $805B

+19.8%3 years · per year$17,206 · $19,132+24.1%

+12.2%5 years · per year$17,769 · $18,060+12.6%

0.04%Expense ratio$4 · $9 on $10k · lower wins0.09%

1.62%12-mo yield$162 · $99 on $10k0.99%

−6.2%Worst dropSmaller wins−8.9%

9.8%VolatilityLower wins12.9%

4–2SPYV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPYV · SPY

8.0%AAPL7.4%

3.8%AMZN3.8%

1.4%TSLA1.7%

2.4%XOM1.1%

Held in common60.4%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk		0.04%	1.62%	+2.1%	+16.1%	+18.7%	+19.8%	+12.2%	−6.2%	$38.6B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk		0.04%	1.62%	+2.1%	+16.1%	+18.7%	+19.8%	+12.2%	−6.2%	$38.6B

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

SPYV vs SPY

SPYV

SPDR Portfolio S&P 500 Value

$17,769

SPY

SPDR S&P 500

$18,060

MeasureSPYVSPY

Fee0.04%0.09%

Cost on $10k a year$4$9

Yield1.62%0.99%

5 years, per year+12.2%+12.6%

3 years, per year+19.8%+24.1%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y9.8%12.9%

4–2measures won
SPYV first

60.4%

holdings shared

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

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

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

Overlap: SPYV, SPY

Today

60.4%most shared, SPYV and SPY

SPYVSPY

SPYV—60.4%

SPY60.4%—

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

Income After Fees on $10,000

$158most kept, SPYV

SPYV$162 − $4 = $158

SPY$99 − $9 = $90

KeptFee

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