TDVG vs SPY

ATDVG

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · TDVG $15,687

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−7.2%TDVG · worst fall in 1Y

Held in common39.4%TDVG and SPY

TDVG

SPY

T. Rowe Price Dividend Growth ETF · $1.4BState Street SPDR S&P 500 ETF · $805B

+17.9%3 years · per year$16,384 · $18,174+22.0%

+9.4%5 years · per year$15,687 · $17,099+11.3%

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

0.98%12-mo yield$98 · $103 on $10k1.03%

−7.2%Worst dropSmaller wins−8.9%

10.3%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDVG · SPY

6.3%AAPL7.7%

5.6%MSFT6.2%

3.0%AVGO2.3%

2.0%LLY1.7%

Held in common39.4%

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	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%	$804.8B
2	ATDVG	T. Rowe Price Dividend Growth ETFRead Desk		0.50%	0.98%	−3.3%	+12.3%	+15.1%	+17.9%	+9.4%	−7.2%	$1.4B

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	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%	$804.8B
2	ATDVG	T. Rowe Price Dividend Growth ETFRead Desk		0.50%	0.98%	−3.3%	+12.3%	+15.1%	+17.9%	+9.4%	−7.2%	$1.4B

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

TDVG vs SPY

TDVG

T. Rowe Price Dividend Growth

$15,687

SPY

SPDR S&P 500

$17,099

MeasureTDVGSPY

Fee0.50%0.09%

Cost on $10k a year$50$9

Yield0.98%1.03%

5 years, per year+9.4%+11.3%

3 years, per year+17.9%+22.0%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y10.3%13.6%

3–2measures won
SPY first

39.4%

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TDVG, SPY

Today

39.4%most shared, TDVG and SPY

TDVGSPY

TDVG—39.4%

SPY39.4%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

TDVG$98 − $50 = $48

KeptFee

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