VDC vs SPYM

AVDC

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income2.02%VDC · $202 on $10k

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

Held in common4.8%VDC and SPYM

VDC

SPYM

Vanguard Consumer Staples ETF · $7.4BState Street SPDR Portfolio S&P 500 ETF · $185B

+13.8%3 years · per year$14,741 · $19,092+24.1%

+8.0%5 years · per year$14,674 · $17,749+12.2%

0.09%Expense ratio$9 · $2 on $10k · lower wins0.02%

2.02%12-mo yield$202 · $103 on $10k1.03%

−9.4%Worst dropSmaller wins−8.9%

14.9%VolatilityLower wins12.7%

1–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVDC · SPYM

13.9%WMT0.8%

12.1%COST0.7%

9.9%PG0.6%

9.8%KO0.5%

Held in common4.8%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AVDC	Vanguard Consumer Staples ETFRead Desk	0.09%	2.02%	−2.0%	+16.5%	+18.9%	+13.8%	+8.0%	−9.4%	$7.4B

End-of-day Nov 4, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AVDC	Vanguard Consumer Staples ETFRead Desk	0.09%	2.02%	−2.0%	+16.5%	+18.9%	+13.8%	+8.0%	−9.4%	$7.4B

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

VDC vs SPYM

VDC

Vanguard Consumer Staples

$14,674

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureVDCSPYM

Fee0.09%0.02%

Cost on $10k a year$9$2

Yield2.02%1.03%

5 years, per year+8.0%+12.2%

3 years, per year+13.8%+24.1%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y14.9%12.7%

5–1measures won
SPYM first

4.8%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

Overlap: VDC, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

VDCSPYMSPY

VDC—4.8%4.8%

SPYM4.8%—99.9%

SPY4.8%99.9%—

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

Income After Fees on $10,000

$193most kept, VDC

VDC$202 − $9 = $193

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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