TDVI vs SPYM

ATDVI

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income8.01%TDVI · $801 on $10k

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

Held in common13.3%TDVI and SPYM

TDVI

SPYM

FT Vest Technology Dividend Target Income ETF · $628MState Street SPDR Portfolio S&P 500 ETF · $178B

+25.6%3 years · per year$19,831 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.75%Expense ratio$75 · $2 on $10k · lower wins0.02%

8.01%12-mo yield$801 · $105 on $10k1.05%

−16.0%Worst dropSmaller wins−8.9%

20.8%VolatilityLower wins13.6%

2–3SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDVI · 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	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%	$177.9B
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%	$628M

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%	$177.9B
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%	$628M

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 SPYM

TDVI

FT Vest Technology Dividend Target Income

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureTDVISPYM

Fee0.75%0.02%

Cost on $10k a year$75$2

Yield8.01%1.05%

5 years, per year[…]+11.4%

3 years, per year+25.6%+21.8%

Worst drop · 1Y−16.0%−8.9%

Volatility · 1Y20.8%13.6%

3–2measures won
SPYM 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%

$178BAssets$778B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: TDVI, SPYM

Today

13.3%most shared, TDVI and SPYM

TDVISPYM

TDVI—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

$726most kept, TDVI

TDVI$801 − $75 = $726

SPYM$105 − $2 = $103

KeptFee

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