TDIV vs SPYM

ATDIV

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,484TDIV · SPYM $17,192

Lowest cost0.02%SPYM · $2 on $10k

Most income1.47%TDIV · $147 on $10k

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

Held in common13.3%TDIV and SPYM

TDIV

SPYM

First Trust NASDAQ Technology Dividend Index Fund · $4.4BState Street SPDR Portfolio S&P 500 ETF · $182B

+26.9%3 years · per year$20,418 · $18,082+21.8%

+15.4%5 years · per year$20,484 · $17,192+11.4%

0.50%Expense ratio$50 · $2 on $10k · lower wins0.02%

1.47%12-mo yield$147 · $105 on $10k1.05%

−16.3%Worst dropSmaller wins−8.9%

21.5%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTDIV · SPYM

9.0%MSFT6.3%

6.7%AVGO2.2%

1.8%CSCO0.6%

9.1%TXN0.4%

Held in common13.3%

End-of-day Nov 6, 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%	0.0%	+12.5%	+9.9%	+26.9%	+15.4%	−16.3%	$4.4B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B

End-of-day Nov 6, 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%	0.0%	+12.5%	+9.9%	+26.9%	+15.4%	−16.3%	$4.4B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TDIV vs SPYM

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$20,484

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureTDIVSPYM

Fee0.50%0.02%

Cost on $10k a year$50$2

Yield1.47%1.05%

5 years, per year+15.4%+11.4%

3 years, per year+26.9%+21.8%

Worst drop · 1Y−16.3%−8.9%

Volatility · 1Y21.5%13.6%

3–3measures won
level

13.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: TDIV, SPYM

Today

13.3%most shared, TDIV and SPYM

TDIVSPYM

TDIV—13.3%

SPYM13.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

TDIV$147 − $50 = $97

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee