VALQ vs SPYM

AVALQ

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income1.71%VALQ · $171 on $10k

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

Held in common26.2%VALQ and SPYM

VALQ

SPYM

American Century STOXX U.S. Quality Value ETF · $191MState Street SPDR Portfolio S&P 500 ETF · $182B

+16.1%3 years · per year$15,667 · $18,082+21.8%

+9.2%5 years · per year$15,496 · $17,192+11.4%

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

1.71%12-mo yield$171 · $105 on $10k1.05%

−7.9%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVALQ · SPYM

1.5%AAPL7.9%

1.7%XOM1.1%

1.9%JNJ1.0%

1.0%META2.1%

Held in common26.2%

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

All Three

5Y3 funds

#
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%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.71%	−0.8%	+8.5%	+12.8%	+16.1%	+9.2%	−7.9%	$191M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
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%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.71%	−0.8%	+8.5%	+12.8%	+16.1%	+9.2%	−7.9%	$191M

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

VALQ vs SPYM

VALQ

American Century STOXX U.S. Quality Value

$15,496

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureVALQSPYM

Fee0.29%0.02%

Cost on $10k a year$29$2

Yield1.71%1.05%

5 years, per year+9.2%+11.4%

3 years, per year+16.1%+21.8%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y11.6%13.6%

3–3measures won
level

26.2%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: VALQ, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

VALQSPYMIVV

VALQ—26.2%26.2%

SPYM26.2%—99.9%

IVV26.2%99.9%—

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

Income After Fees on $10,000

$142most kept, VALQ

VALQ$171 − $29 = $142

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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