SSPY vs VTV

ASSPY

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · SSPY $15,605

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common39.8%SSPY and VTV

SSPY

VTV

Stratified LargeCap Index ETF · $132MVanguard Morningstar Value ETF · $184B

+18.0%3 years · per year$16,429 · $17,700+21.0%

+9.3%5 years · per year$15,605 · $17,865+12.3%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

1.18%12-mo yield$118 · $183 on $10k1.83%

−7.3%Worst dropSmaller wins−6.4%

11.3%VolatilityLower wins10.8%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSSPY · VTV

0.9%WMT1.7%

1.0%IBM0.8%

0.6%BRK-B2.9%

0.5%XOM2.6%

Held in common39.8%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ASSPY	Stratified LargeCap Index ETFRead Desk		0.45%	1.18%	+2.1%	+17.7%	+21.8%	+18.0%	+9.3%	−7.3%	$132M

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ASSPY	Stratified LargeCap Index ETFRead Desk		0.45%	1.18%	+2.1%	+17.7%	+21.8%	+18.0%	+9.3%	−7.3%	$132M

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

SSPY vs VTV

SSPY

Stratified LargeCap Index

$15,605

VTV

Vanguard Morningstar Value

$17,865

MeasureSSPYVTV

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield1.18%1.83%

5 years, per year+9.3%+12.3%

3 years, per year+18.0%+21.0%

Worst drop · 1Y−7.3%−6.4%

Volatility · 1Y11.3%10.8%

6–0measures won
VTV first

39.8%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%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: SSPY, VTV

Today

39.8%most shared, SSPY and VTV

SSPYVTV

SSPY—39.8%

VTV39.8%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SSPY$118 − $45 = $73

KeptFee

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