VPU vs SPYM

AVPU

BSPYM

Measures won1–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · VPU $15,006

Lowest cost0.02%SPYM · $2 on $10k

Most income2.75%VPU · $275 on $10k

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

Held in common2.1%VPU and SPYM

VPU

SPYM

Vanguard Utilities ETF · $7.7BState Street SPDR Portfolio S&P 500 ETF · $179B

+16.0%3 years · per year$15,604 · $18,161+22.0%

+8.5%5 years · per year$15,006 · $17,553+11.9%

0.09%Expense ratio$9 · $2 on $10k · lower wins0.02%

2.75%12-mo yield$275 · $103 on $10k1.03%

−15.6%Worst dropSmaller wins−8.9%

15.4%VolatilityLower wins13.7%

1–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsVPU · SPYM

11.4%NEE0.3%

6.7%SO0.2%

6.4%DUK0.2%

5.7%CEG0.1%

Held in common2.1%

End-of-day Nov 9, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AVPU	Vanguard Utilities ETFRead Desk		0.09%	2.75%	+1.5%	+4.4%	+1.5%	+16.0%	+8.5%	−15.6%	$7.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	AVPU	Vanguard Utilities ETFRead Desk		0.09%	2.75%	+1.5%	+4.4%	+1.5%	+16.0%	+8.5%	−15.6%	$7.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VPU vs SPYM

VPU

Vanguard Utilities

$15,006

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureVPUSPYM

Fee0.09%0.02%

Cost on $10k a year$9$2

Yield2.75%1.03%

5 years, per year+8.5%+11.9%

3 years, per year+16.0%+22.0%

Worst drop · 1Y−15.6%−8.9%

Volatility · 1Y15.4%13.7%

5–1measures won
SPYM first

2.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VPU, SPYM

Today

2.1%most shared, VPU and SPYM

VPUSPYM

VPU—2.1%

SPYM2.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$266most kept, VPU

VPU$275 − $9 = $266

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee