VDV vs SPDW

AVDV

BSPDW

Measures won0–2SPDW wins · of 6 · 5Y

$10,000 · 5Y$15,100SPDW

Lowest cost0.03%SPDW · $3 on $10k

Most income3.14%SPDW · $314 on $10k

Smallest drop−11.5%SPDW · worst fall in 1Y

Held in common50.0%VDV and SPDW

VDV

SPDW

Vanguard World Fund - Vanguard Developed Markets Ex-US Value Index ETF · $46MState Street SPDR Portfolio Developed World ex-US ETF · $41.2B

[…]3 years · per year[…] · $17,462+20.4%

[…]5 years · per year[…] · $15,100+8.6%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

1.48%12-mo yield$148 · $314 on $10k3.14%

[…]Worst dropSmaller wins−11.5%

[…]VolatilityLower wins17.9%

0–2SPDW wins

$10,000 · 5 yearsOne scale

Shared top holdingsVDV · SPDW

0.9%ROP.SW1.0%

1.0%SHEL.L0.9%

1.1%AZN.L0.9%

1.8%NESN.SW0.8%

Held in common50.0%

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

Both

5Y2 funds

#			Trend
1	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.14%	−0.5%	+10.1%	+14.9%	+20.4%	+8.6%	−11.5%	$41.2B
2	AVDV	Vanguard World Fund - Vanguard Developed Markets Ex-US Value Index ETFRead Desk		0.08%	1.48%	−0.9%	new	new	new	new	[…]	$46M

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

Both

5Y2 funds

#			Trend
1	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.14%	−0.5%	+10.1%	+14.9%	+20.4%	+8.6%	−11.5%	$41.2B
2	AVDV	Vanguard World Fund - Vanguard Developed Markets Ex-US Value Index ETFRead Desk		0.08%	1.48%	−0.9%	new	new	new	new	[…]	$46M

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

VDV vs SPDW

VDV

Vanguard World Fund - Vanguard Developed Markets Ex-US Value Index

[…]

SPDW

SPDR Portfolio Developed World ex-US

$15,100

MeasureVDVSPDW

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.48%3.14%

5 years, per year[…]+8.6%

3 years, per year[…]+20.4%

Worst drop · 1Y[…]−11.5%

Volatility · 1Y[…]17.9%

2–0measures won
SPDW first

50.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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

Overlap: VDV, SPDW

Today

50.0%most shared, VDV and SPDW

VDVSPDW

VDV—50.0%

SPDW50.0%—

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

Income After Fees on $10,000

$311most kept, SPDW

SPDW$314 − $3 = $311

VDV$148 − $8 = $140

KeptFee

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