VTV vs SPY

AVTV

BSPY

Measures won5–1VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SPY $17,118

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common44.0%VTV and SPY

VTV

SPY

Vanguard Morningstar Value ETF · $184BState Street SPDR S&P 500 ETF · $778B

+20.9%3 years · per year$17,687 · $18,039+21.7%

+12.0%5 years · per year$17,585 · $17,118+11.3%

0.03%Expense ratio$3 · $9 on $10k · lower wins0.09%

1.87%12-mo yield$187 · $103 on $10k1.03%

−6.4%Worst dropSmaller wins−8.9%

10.7%VolatilityLower wins13.6%

5–1VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTV · SPY

2.9%BRK-B1.7%

3.3%JPM1.4%

4.6%MU1.2%

2.6%XOM1.1%

Held in common44.0%

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	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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

VTV vs SPY

VTV

Vanguard Morningstar Value

$17,585

SPY

SPDR S&P 500

$17,118

MeasureVTVSPY

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield1.87%1.03%

5 years, per year+12.0%+11.3%

3 years, per year+20.9%+21.7%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y10.7%13.6%

5–1measures won
VTV first

44.0%

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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

Overlap: VTV, SPY

Today

44.0%most shared, VTV and SPY

VTVSPY

VTV—44.0%

SPY44.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SPY$103 − $9 = $94

KeptFee

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