VALQ vs SPY

AVALQ

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · VALQ $16,196

Lowest cost0.09%SPY · $9 on $10k

Most income1.64%VALQ · $164 on $10k

Smallest drop−7.9%VALQ · worst fall in 1Y

Held in common26.3%VALQ and SPY

VALQ

SPY

American Century STOXX U.S. Quality Value ETF · $193MState Street SPDR S&P 500 ETF · $805B

+18.2%3 years · per year$16,505 · $19,132+24.1%

+10.1%5 years · per year$16,196 · $18,060+12.6%

0.29%Expense ratio$29 · $9 on $10k · lower wins0.09%

1.64%12-mo yield$164 · $99 on $10k0.99%

−7.9%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVALQ · SPY

1.5%AAPL7.4%

1.8%XOM1.1%

1.8%JNJ1.0%

1.0%META2.1%

Held in common26.3%

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk		0.29%	1.64%	+1.6%	+12.6%	+17.2%	+18.2%	+10.1%	−7.9%	$193M

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk		0.29%	1.64%	+1.6%	+12.6%	+17.2%	+18.2%	+10.1%	−7.9%	$193M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VALQ vs SPY

VALQ

American Century STOXX U.S. Quality Value

$16,196

SPY

SPDR S&P 500

$18,060

MeasureVALQSPY

Fee0.29%0.09%

Cost on $10k a year$29$9

Yield1.64%0.99%

5 years, per year+10.1%+12.6%

3 years, per year+18.2%+24.1%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y11.2%12.9%

3–3measures won
level

26.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VALQ, SPY

Today

26.3%most shared, VALQ and SPY

VALQSPY

VALQ—26.3%

SPY26.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$135most kept, VALQ

VALQ$164 − $29 = $135

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee