VMAX vs SPY

AVMAX

BSPY

Measures won3–1VMAX wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income2.06%VMAX · $206 on $10k

Smallest drop−4.9%VMAX · worst fall in 1Y

Held in common27.0%VMAX and SPY

VMAX

SPY

Hartford US Value ETF · $3MState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.29%Expense ratio$29 · $9 on $10k · lower wins0.09%

2.06%12-mo yield$206 · $103 on $10k1.03%

−4.9%Worst dropSmaller wins−8.9%

11.9%VolatilityLower wins13.6%

3–1VMAX wins

$10,000 · 5 yearsOne scale

Shared top holdingsVMAX · SPY

2.0%BRK-B1.7%

1.5%META2.1%

1.3%AAPL7.9%

1.3%GOOGL2.6%

Held in common27.0%

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	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%	$818.5B
2	AVMAX	Hartford US Value ETFRead Desk		0.29%	2.06%	−0.7%	+22.1%	+25.9%	new	new	−4.9%	$3M

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	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%	$818.5B
2	AVMAX	Hartford US Value ETFRead Desk		0.29%	2.06%	−0.7%	+22.1%	+25.9%	new	new	−4.9%	$3M

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

VMAX vs SPY

VMAX

Hartford US Value

[…]

SPY

SPDR S&P 500

$17,118

MeasureVMAXSPY

Fee0.29%0.09%

Cost on $10k a year$29$9

Yield2.06%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y−4.9%−8.9%

Volatility · 1Y11.9%13.6%

3–1measures won
VMAX first

27.0%

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%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VMAX, SPY

Today

27.0%most shared, VMAX and SPY

VMAXSPY

VMAX—27.0%

SPY27.0%—

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

Income After Fees on $10,000

$177most kept, VMAX

VMAX$206 − $29 = $177

SPY$103 − $9 = $94

KeptFee

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