VV vs SPYM

AVV

BSPYM

Measures won2–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VV $16,856

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%VV · $106 on $10k

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

Held in common90.4%VV and SPYM

SPYM

Vanguard Morningstar Large-Cap ETF · $54.1BState Street SPDR Portfolio S&P 500 ETF · $182B

+22.0%3 years · per year$18,153 · $18,082+21.8%

+11.0%5 years · per year$16,856 · $17,192+11.4%

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

1.06%12-mo yield$106 · $105 on $10k1.05%

−9.2%Worst dropSmaller wins−8.9%

13.7%VolatilityLower wins13.6%

2–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsVV · SPYM

7.5%AAPL7.9%

8.1%NVDA6.9%

5.9%MSFT6.3%

3.7%AMZN4.0%

Held in common90.4%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AVV	Vanguard Morningstar Large-Cap ETFRead Desk		0.03%	1.06%	+0.3%	+8.5%	+9.4%	+22.0%	+11.0%	−9.2%	$54.1B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AVV	Vanguard Morningstar Large-Cap ETFRead Desk		0.03%	1.06%	+0.3%	+8.5%	+9.4%	+22.0%	+11.0%	−9.2%	$54.1B

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

VV vs SPYM

Vanguard Morningstar Large-Cap

$16,856

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureVVSPYM

Fee0.03%0.02%

Cost on $10k a year$3$2

Yield1.06%1.05%

5 years, per year+11.0%+11.4%

3 years, per year+22.0%+21.8%

Worst drop · 1Y−9.2%−8.9%

Volatility · 1Y13.7%13.6%

4–1measures won
SPYM first

90.4%

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: VV, SPYM

Today

90.4%most shared, VV and SPYM

VVSPYM

VV—90.4%

SPYM90.4%—

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

Income After Fees on $10,000

$103most kept, VV

VV$106 − $3 = $103

SPYM$105 − $2 = $103

KeptFee

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