SQLV vs SPY · Compare Desk

ASPYM

BVTV

Measures won2–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common43.4%SPYM and VTV

SPYM vs VTV

SPYM

VTV

State Street SPDR Portfolio S&P 500 ETF · $182BVanguard Morningstar Value ETF · $184B

+22.1%3 years · per year$18,222 · $17,832+21.3%

+11.4%5 years · per year$17,164 · $17,626+12.0%

0.02%Expense ratio$2 · $3 on $10k · lower wins0.03%

1.06%12-mo yield$106 · $186 on $10k1.86%

−8.9%Worst dropSmaller wins−6.4%

13.6%VolatilityLower wins10.7%

2–4VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPYM · VTV

1.6%BRK-B2.9%

1.4%JPM3.3%

1.4%MU4.6%

1.1%XOM2.6%

Held in common43.4%

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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ASPYM	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
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	ASPYM	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
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B

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

SPYM vs VTV

SPYM

SPDR Portfolio S&P 500

$17,164

VTV

Vanguard Morningstar Value

$17,626

MeasureSPYMVTV

Fee0.02%0.03%

Cost on $10k a year$2$3

Yield1.06%1.86%

5 years, per year+11.4%+12.0%

3 years, per year+22.1%+21.3%

Worst drop · 1Y−8.9%−6.4%

Volatility · 1Y13.6%10.7%

4–2measures won
VTV first

43.4%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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: SPYM, VTV, SPY

Today

99.9%most shared, SPYM and SPY

SPYMVTVSPY

SPYM—43.4%99.9%

VTV43.4%—43.4%

SPY99.9%43.4%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

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