TDV vs SPY

ATDV

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · TDV $16,864

Lowest cost0.09%SPY · $9 on $10k

Most income1.09%TDV · $109 on $10k

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

Held in common14.4%TDV and SPY

TDV

SPY

ProShares - S&P Technology Dividend Aristocrats ETF · $261MState Street SPDR S&P 500 ETF · $819B

+19.4%3 years · per year$17,039 · $18,039+21.7%

+11.0%5 years · per year$16,864 · $17,118+11.3%

0.45%Expense ratio$45 · $9 on $10k · lower wins0.09%

1.09%12-mo yield$109 · $103 on $10k1.03%

−9.5%Worst dropSmaller wins−8.9%

20.2%VolatilityLower wins13.6%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDV · SPY

2.8%MSFT6.3%

2.8%AAPL7.9%

2.4%AVGO2.2%

2.9%V1.1%

Held in common14.4%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ATDV	ProShares - S&P Technology Dividend Aristocrats ETFRead Desk		0.45%	1.09%	+0.1%	+14.9%	+14.0%	+19.4%	+11.0%	−9.5%	$261M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ATDV	ProShares - S&P Technology Dividend Aristocrats ETFRead Desk		0.45%	1.09%	+0.1%	+14.9%	+14.0%	+19.4%	+11.0%	−9.5%	$261M

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

TDV vs SPY

TDV

ProShares - S&P Technology Dividend Aristocrats

$16,864

SPY

SPDR S&P 500

$17,118

MeasureTDVSPY

Fee0.45%0.09%

Cost on $10k a year$45$9

Yield1.09%1.03%

5 years, per year+11.0%+11.3%

3 years, per year+19.4%+21.7%

Worst drop · 1Y−9.5%−8.9%

Volatility · 1Y20.2%13.6%

5–1measures won
SPY first

14.4%

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: TDV, SPY

Today

14.4%most shared, TDV and SPY

TDVSPY

TDV—14.4%

SPY14.4%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

TDV$109 − $45 = $64

KeptFee

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