VFVA vs SPY

AVFVA

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,517VFVA · SPY $17,118

Lowest cost0.09%SPY · $9 on $10k

Most income1.79%VFVA · $179 on $10k

Smallest drop−8.6%VFVA · worst fall in 1Y

Held in common18.5%VFVA and SPY

VFVA

SPY

Vanguard U.S. Value Factor ETF · $897MState Street SPDR S&P 500 ETF · $778B

+21.4%3 years · per year$17,887 · $18,039+21.7%

+11.9%5 years · per year$17,517 · $17,118+11.3%

0.13%Expense ratio$13 · $9 on $10k · lower wins0.09%

1.79%12-mo yield$179 · $103 on $10k1.03%

−8.6%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVFVA · SPY

0.6%CVX0.7%

0.5%MRK0.6%

0.4%WFC0.4%

0.3%ABBV0.8%

Held in common18.5%

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	AVFVA	Vanguard U.S. Value Factor ETFRead Desk		0.13%	1.79%	−1.0%	+22.1%	+29.7%	+21.4%	+11.9%	−8.6%	$897M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

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	AVFVA	Vanguard U.S. Value Factor ETFRead Desk		0.13%	1.79%	−1.0%	+22.1%	+29.7%	+21.4%	+11.9%	−8.6%	$897M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B

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

VFVA vs SPY

VFVA

Vanguard U.S. Value Factor

$17,517

SPY

SPDR S&P 500

$17,118

MeasureVFVASPY

Fee0.13%0.09%

Cost on $10k a year$13$9

Yield1.79%1.03%

5 years, per year+11.9%+11.3%

3 years, per year+21.4%+21.7%

Worst drop · 1Y−8.6%−8.9%

Volatility · 1Y14.6%13.6%

3–3measures won
level

18.5%

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%

$178BAssets$778B

2–0SPYM wins

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VFVA, SPY

Today

18.5%most shared, VFVA and SPY

VFVASPY

VFVA—18.5%

SPY18.5%—

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

Income After Fees on $10,000

$166most kept, VFVA

VFVA$179 − $13 = $166

SPY$103 − $9 = $94

KeptFee

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