TMDV vs SPYM

ATMDV

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · TMDV $12,702

Lowest cost0.02%SPYM · $2 on $10k

Most income2.43%TMDV · $243 on $10k

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

Held in common7.3%TMDV and SPYM

TMDV

SPYM

ProShares - Russell U.S. Dividend Growers ETF · $5MState Street SPDR Portfolio S&P 500 ETF · $178B

+11.4%3 years · per year$13,835 · $18,082+21.8%

+4.9%5 years · per year$12,702 · $17,192+11.4%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

2.43%12-mo yield$243 · $105 on $10k1.05%

−9.8%Worst dropSmaller wins−8.9%

13.0%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsTMDV · SPYM

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	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	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	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	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 SPYM

TMDV

ProShares - Russell U.S. Dividend Growers

$12,702

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureTMDVSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield2.43%1.05%

5 years, per year+4.9%+11.4%

3 years, per year+11.4%+21.8%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y13.0%13.6%

4–2measures won
SPYM 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%

$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: TMDV, SPYM

Today

7.3%most shared, TMDV and SPYM

TMDVSPYM

TMDV—7.3%

SPYM7.3%—

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

SPYM$105 − $2 = $103

KeptFee

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