VTV vs SPYM

AVTV

BSPYM

Measures won4–2VTV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · SPYM $17,749

Lowest cost0.02%SPYM · $2 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common42.9%VTV and SPYM

VTV

SPYM

Vanguard Morningstar Value ETF · $184BState Street SPDR Portfolio S&P 500 ETF · $185B

+22.7%3 years · per year$18,466 · $19,092+24.1%

+12.3%5 years · per year$17,842 · $17,749+12.2%

0.03%Expense ratio$3 · $2 on $10k · lower wins0.02%

1.83%12-mo yield$183 · $103 on $10k1.03%

−6.4%Worst dropSmaller wins−8.9%

10.1%VolatilityLower wins12.7%

4–2VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVTV · SPYM

4.6%MU1.6%

2.9%BRK-B1.5%

3.3%JPM1.4%

2.6%XOM1.1%

Held in common42.9%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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

All Three

5Y3 funds

#
1	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B

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

Cards for this view

VTV vs SPYM

VTV

Vanguard Morningstar Value

$17,842

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureVTVSPYM

Fee0.03%0.02%

Cost on $10k a year$3$2

Yield1.83%1.03%

5 years, per year+12.3%+12.2%

3 years, per year+22.7%+24.1%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y10.1%12.7%

4–2measures won
VTV first

42.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: VTV, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

VTVSPYMSPY

VTV—42.9%42.9%

SPYM42.9%—99.9%

SPY42.9%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee