VDIG vs SPYM

AVDIG

BSPYM

Measures won0–2SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common25.9%VDIG and SPYM

VDIG

SPYM

Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active ETF · $32MState Street SPDR Portfolio S&P 500 ETF · $185B

[…]3 years · per year[…] · $19,092+24.1%

[…]5 years · per year[…] · $17,749+12.2%

0.40%Expense ratio$40 · $2 on $10k · lower wins0.02%

0.12%12-mo yield$12 · $103 on $10k1.03%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins12.7%

0–2SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVDIG · SPYM

6.5%MSFT5.9%

3.7%AAPL7.7%

5.4%AVGO2.5%

2.1%GOOGL2.5%

Held in common25.9%

End-of-day Nov 3, 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	AVDIG	Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active ETFRead Desk	0.40%	0.12%	−0.2%	+7.2%	new	new	new	[…]	$32M

End-of-day Nov 3, 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	AVDIG	Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active ETFRead Desk	0.40%	0.12%	−0.2%	+7.2%	new	new	new	[…]	$32M

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

Cards for this view

VDIG vs SPYM

VDIG

Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active

[…]

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureVDIGSPYM

Fee0.40%0.02%

Cost on $10k a year$40$2

Yield0.12%1.03%

5 years, per year[…]+12.2%

3 years, per year[…]+24.1%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]12.7%

2–0measures won
SPYM first

25.9%

holdings shared

Nov 3, 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 3, 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 3, 2026

Overlap: VDIG, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

VDIGSPYMSPY

VDIG—25.9%25.9%

SPYM25.9%—99.9%

SPY25.9%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

VDIG$12 − $40 = −$28

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee