VALQ vs SPYM

AVALQ

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · VALQ $16,196

Lowest cost0.02%SPYM · $2 on $10k

Most income1.64%VALQ · $164 on $10k

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

Held in common26.3%VALQ and SPYM

VALQ

SPYM

American Century STOXX U.S. Quality Value ETF · $193MState Street SPDR Portfolio S&P 500 ETF · $182B

+18.2%3 years · per year$16,505 · $19,186+24.3%

+10.1%5 years · per year$16,196 · $18,126+12.6%

0.29%Expense ratio$29 · $2 on $10k · lower wins0.02%

1.64%12-mo yield$164 · $101 on $10k1.01%

−7.9%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVALQ · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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 SPYM

VALQ

American Century STOXX U.S. Quality Value

$16,196

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureVALQSPYM

Fee0.29%0.02%

Cost on $10k a year$29$2

Yield1.64%1.01%

5 years, per year+10.1%+12.6%

3 years, per year+18.2%+24.3%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y11.2%12.8%

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, SPYM

Today

26.3%most shared, VALQ and SPYM

VALQSPYM

VALQ—26.3%

SPYM26.3%—

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

SPYM$101 − $2 = $99

KeptFee

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