STXD vs SPYM

ASTXD

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.08%STXD · $108 on $10k

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

Held in common26.7%STXD and SPYM

STXD

SPYM

Strive 1000 Dividend Growth ETF · $71MState Street SPDR Portfolio S&P 500 ETF · $182B

+16.9%3 years · per year$15,985 · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

1.08%12-mo yield$108 · $106 on $10k1.06%

−9.1%Worst dropSmaller wins−8.9%

12.8%VolatilityLower wins13.6%

2–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSTXD · SPYM

5.5%MSFT6.2%

4.5%AVGO2.3%

5.0%JPM1.4%

5.2%V1.1%

Held in common26.7%

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	ASTXD	Strive 1000 Dividend Growth ETFRead Desk		0.35%	1.08%	−3.8%	+8.2%	+10.6%	+16.9%	new	−9.1%	$71M

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	ASTXD	Strive 1000 Dividend Growth ETFRead Desk		0.35%	1.08%	−3.8%	+8.2%	+10.6%	+16.9%	new	−9.1%	$71M

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

STXD vs SPYM

STXD

Strive 1000 Dividend Growth

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureSTXDSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield1.08%1.06%

5 years, per year[…]+11.4%

3 years, per year+16.9%+22.1%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y12.8%13.6%

3–1measures won
SPYM first

26.7%

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: STXD, SPYM

Today

26.7%most shared, STXD and SPYM

STXDSPYM

STXD—26.7%

SPYM26.7%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

STXD$108 − $35 = $73

KeptFee

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