SPYV vs SPYM

ASPYV

BSPYM

Measures won3–2SPYV wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · SPYV $17,141

Lowest cost0.02%SPYM · $2 on $10k

Most income1.67%SPYV · $167 on $10k

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

Held in common60.8%SPYV and SPYM

SPYV

SPYM

State Street SPDR Portfolio S&P 500 Value ETF · $39.3BState Street SPDR Portfolio S&P 500 ETF · $182B

+18.3%3 years · per year$16,576 · $18,222+22.1%

+11.4%5 years · per year$17,141 · $17,164+11.4%

0.04%Expense ratio$4 · $2 on $10k · lower wins0.02%

1.67%12-mo yield$167 · $106 on $10k1.06%

−6.2%Worst dropSmaller wins−8.9%

10.2%VolatilityLower wins13.6%

3–2SPYV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPYV · SPYM

8.3%AAPL7.7%

4.0%AMZN3.9%

1.3%TSLA1.6%

1.1%V1.1%

Held in common60.8%

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

Both

5Y2 funds

#			Trend
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	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk		0.04%	1.67%	−2.8%	+12.8%	+15.9%	+18.3%	+11.4%	−6.2%	$39.3B

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

Both

5Y2 funds

#			Trend
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	ASPYV	State Street SPDR Portfolio S&P 500 Value ETFRead Desk		0.04%	1.67%	−2.8%	+12.8%	+15.9%	+18.3%	+11.4%	−6.2%	$39.3B

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

SPYV vs SPYM

SPYV

SPDR Portfolio S&P 500 Value

$17,141

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureSPYVSPYM

Fee0.04%0.02%

Cost on $10k a year$4$2

Yield1.67%1.06%

5 years, per year+11.4%+11.4%

3 years, per year+18.3%+22.1%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y10.2%13.6%

3–2measures won
SPYV first

60.8%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SPYV, SPYM

Today

60.8%most shared, SPYV and SPYM

SPYVSPYM

SPYV—60.8%

SPYM60.8%—

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

Income After Fees on $10,000

$163most kept, SPYV

SPYV$167 − $4 = $163

SPYM$106 − $2 = $104

KeptFee

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