TMDV vs SPY

ATMDV

BSPY

Measures won2–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · TMDV $12,702

Lowest cost0.09%SPY · $9 on $10k

Most income2.43%TMDV · $243 on $10k

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

Held in common7.3%TMDV and SPY

TMDV

SPY

ProShares - Russell U.S. Dividend Growers ETF · $5MState Street SPDR S&P 500 ETF · $819B

+11.4%3 years · per year$13,835 · $18,039+21.7%

+4.9%5 years · per year$12,702 · $17,118+11.3%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

2.43%12-mo yield$243 · $103 on $10k1.03%

−9.8%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.6%

2–4SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsTMDV · SPY

1.5%JNJ1.0%

1.8%WMT0.9%

1.5%CVX0.7%

1.7%PG0.6%

Held in common7.3%

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	ATMDV	ProShares - Russell U.S. Dividend Growers ETFRead Desk		0.35%	2.43%	−0.9%	+16.8%	+20.3%	+11.4%	+4.9%	−9.8%	$5M

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	ATMDV	ProShares - Russell U.S. Dividend Growers ETFRead Desk		0.35%	2.43%	−0.9%	+16.8%	+20.3%	+11.4%	+4.9%	−9.8%	$5M

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

TMDV vs SPY

TMDV

ProShares - Russell U.S. Dividend Growers

$12,702

SPY

SPDR S&P 500

$17,118

MeasureTMDVSPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield2.43%1.03%

5 years, per year+4.9%+11.3%

3 years, per year+11.4%+21.7%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y13.0%13.6%

4–2measures won
SPY first

7.3%

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: TMDV, SPY

Today

7.3%most shared, TMDV and SPY

TMDVSPY

TMDV—7.3%

SPY7.3%—

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

Income After Fees on $10,000

$208most kept, TMDV

TMDV$243 − $35 = $208

SPY$103 − $9 = $94

KeptFee

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