TDVI vs SPY

ATDVI

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income8.01%TDVI · $801 on $10k

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

Held in common13.3%TDVI and SPY

TDVI

SPY

FT Vest Technology Dividend Target Income ETF · $663MState Street SPDR S&P 500 ETF · $819B

+25.6%3 years · per year$19,831 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.75%Expense ratio$75 · $9 on $10k · lower wins0.09%

8.01%12-mo yield$801 · $103 on $10k1.03%

−16.0%Worst dropSmaller wins−8.9%

20.8%VolatilityLower wins13.6%

2–3SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDVI · SPY

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	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	ATDVI	FT Vest Technology Dividend Target Income ETFRead Desk		0.75%	8.01%	−0.1%	+12.7%	+10.3%	+25.6%	new	−16.0%	$663M

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	ATDVI	FT Vest Technology Dividend Target Income ETFRead Desk		0.75%	8.01%	−0.1%	+12.7%	+10.3%	+25.6%	new	−16.0%	$663M

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

TDVI vs SPY

TDVI

FT Vest Technology Dividend Target Income

[…]

SPY

SPDR S&P 500

$17,118

MeasureTDVISPY

Fee0.75%0.09%

Cost on $10k a year$75$9

Yield8.01%1.03%

5 years, per year[…]+11.3%

3 years, per year+25.6%+21.7%

Worst drop · 1Y−16.0%−8.9%

Volatility · 1Y20.8%13.6%

3–2measures won
SPY first

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: TDVI, SPY

Today

13.3%most shared, TDVI and SPY

TDVISPY

TDVI—13.3%

SPY13.3%—

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

Income After Fees on $10,000

$726most kept, TDVI

TDVI$801 − $75 = $726

SPY$103 − $9 = $94

KeptFee

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