VTHR vs SPYM

AVTHR

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · VTHR $16,353

Lowest cost0.02%SPYM · $2 on $10k

Most income1.07%VTHR · $107 on $10k

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

Held in common86.3%VTHR and SPYM

VTHR

SPYM

Vanguard Russell 3000 ETF · $4.9BState Street SPDR Portfolio S&P 500 ETF · $182B

+21.8%3 years · per year$18,079 · $18,222+22.1%

+10.3%5 years · per year$16,353 · $17,164+11.4%

0.06%Expense ratio$6 · $2 on $10k · lower wins0.02%

1.07%12-mo yield$107 · $106 on $10k1.06%

−8.9%Worst dropSmaller wins−8.9%

13.8%VolatilityLower wins13.6%

1–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTHR · SPYM

7.3%NVDA7.3%

6.6%AAPL7.7%

5.2%MSFT6.2%

3.3%AMZN3.9%

Held in common86.3%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AVTHR	Vanguard Russell 3000 ETFRead Desk		0.06%	1.07%	−4.3%	+8.5%	+9.9%	+21.8%	+10.3%	−8.9%	$4.9B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	AVTHR	Vanguard Russell 3000 ETFRead Desk		0.06%	1.07%	−4.3%	+8.5%	+9.9%	+21.8%	+10.3%	−8.9%	$4.9B

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

VTHR vs SPYM

VTHR

Vanguard Russell 3000

$16,353

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureVTHRSPYM

Fee0.06%0.02%

Cost on $10k a year$6$2

Yield1.07%1.06%

5 years, per year+10.3%+11.4%

3 years, per year+21.8%+22.1%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y13.8%13.6%

4–0measures won
SPYM first

86.3%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VTHR, SPYM

Today

86.3%most shared, VTHR and SPYM

VTHRSPYM

VTHR—86.3%

SPYM86.3%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

VTHR$107 − $6 = $101

KeptFee

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