TDV vs SPYM

ATDV

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · TDV $16,864

Lowest cost0.02%SPYM · $2 on $10k

Most income1.09%TDV · $109 on $10k

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

Held in common14.4%TDV and SPYM

TDV

SPYM

ProShares - S&P Technology Dividend Aristocrats ETF · $263MState Street SPDR Portfolio S&P 500 ETF · $182B

+19.4%3 years · per year$17,039 · $18,082+21.8%

+11.0%5 years · per year$16,864 · $17,192+11.4%

0.45%Expense ratio$45 · $2 on $10k · lower wins0.02%

1.09%12-mo yield$109 · $105 on $10k1.05%

−9.5%Worst dropSmaller wins−8.9%

20.2%VolatilityLower wins13.6%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDV · SPYM

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	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
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%	$263M

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	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
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%	$263M

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 SPYM

TDV

ProShares - S&P Technology Dividend Aristocrats

$16,864

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureTDVSPYM

Fee0.45%0.02%

Cost on $10k a year$45$2

Yield1.09%1.05%

5 years, per year+11.0%+11.4%

3 years, per year+19.4%+21.8%

Worst drop · 1Y−9.5%−8.9%

Volatility · 1Y20.2%13.6%

5–0measures won
SPYM 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, SPYM

Today

14.4%most shared, TDV and SPYM

TDVSPYM

TDV—14.4%

SPYM14.4%—

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

TDV$109 − $45 = $64

KeptFee

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