VLU vs SPY

AVLU

BSPY

Measures won5–1VLU wins · of 6 · 5Y

$10,000 · 5Y$17,745VLU · SPY $17,099

Lowest cost0.09%SPY · $9 on $10k

Most income1.63%VLU · $163 on $10k

Smallest drop−6.3%VLU · worst fall in 1Y

Held in common60.0%VLU and SPY

VLU

SPY

State Street SPDR S&P 1500 Value Tilt ETF · $786MState Street SPDR S&P 500 ETF · $805B

+22.5%3 years · per year$18,366 · $18,174+22.0%

+12.2%5 years · per year$17,745 · $17,099+11.3%

0.12%Expense ratio$12 · $9 on $10k · lower wins0.09%

1.63%12-mo yield$163 · $103 on $10k1.03%

−6.3%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins13.6%

5–1VLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsVLU · SPY

3.3%MSFT6.2%

2.8%AMZN3.9%

2.1%AAPL7.7%

2.8%BRK-B1.6%

Held in common60.0%

End-of-day Nov 5, 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	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.63%	−3.0%	+17.1%	+21.6%	+22.5%	+12.2%	−6.3%	$786M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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

Both

5Y2 funds

#			Trend
1	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.63%	−3.0%	+17.1%	+21.6%	+22.5%	+12.2%	−6.3%	$786M
2	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B

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

Cards for this view

VLU vs SPY

VLU

SPDR S&P 1500 Value Tilt

$17,745

SPY

SPDR S&P 500

$17,099

MeasureVLUSPY

Fee0.12%0.09%

Cost on $10k a year$12$9

Yield1.63%1.03%

5 years, per year+12.2%+11.3%

3 years, per year+22.5%+22.0%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y10.8%13.6%

5–1measures won
VLU first

60.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VLU, SPY

Today

60.0%most shared, VLU and SPY

VLUSPY

VLU—60.0%

SPY60.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$151most kept, VLU

VLU$163 − $12 = $151

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee