TDIV vs SPY

ATDIV

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,505TDIV · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.47%TDIV · $147 on $10k

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

Held in common13.5%TDIV and SPY

TDIV

SPY

First Trust NASDAQ Technology Dividend Index Fund · $4.4BState Street SPDR S&P 500 ETF · $819B

+27.4%3 years · per year$20,674 · $18,174+22.0%

+15.4%5 years · per year$20,505 · $17,099+11.3%

0.50%Expense ratio$50 · $9 on $10k · lower wins0.09%

1.47%12-mo yield$147 · $103 on $10k1.03%

−16.3%Worst dropSmaller wins−8.9%

21.5%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTDIV · SPY

8.8%MSFT6.2%

7.0%AVGO2.3%

1.9%CSCO0.6%

9.6%TXN0.4%

Held in common13.5%

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	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.4B
2	BSPY	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

Both

5Y2 funds

#			Trend
1	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.4B
2	BSPY	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

TDIV vs SPY

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$20,505

SPY

SPDR S&P 500

$17,099

MeasureTDIVSPY

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield1.47%1.03%

5 years, per year+15.4%+11.3%

3 years, per year+27.4%+22.0%

Worst drop · 1Y−16.3%−8.9%

Volatility · 1Y21.5%13.6%

3–3measures won
level

13.5%

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: TDIV, SPY

Today

13.5%most shared, TDIV and SPY

TDIVSPY

TDIV—13.5%

SPY13.5%—

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

Income After Fees on $10,000

$97most kept, TDIV

TDIV$147 − $50 = $97

SPY$103 − $9 = $94

KeptFee

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