XUDV vs SPYM

AXUDV

BSPYM

Measures won3–1XUDV wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income3.39%XUDV · $339 on $10k

Smallest drop−6.8%XUDV · worst fall in 1Y

Held in common7.3%XUDV and SPYM

XUDV

SPYM

Franklin US Dividend Booster Index ETF · $78MState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

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

3.39%12-mo yield$339 · $105 on $10k1.05%

−6.8%Worst dropSmaller wins−8.9%

12.8%VolatilityLower wins13.6%

3–1XUDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsXUDV · SPYM

0.6%MU1.2%

4.6%VZ0.3%

5.3%PFE0.3%

5.2%MO0.2%

Held in common7.3%

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	AXUDV	Franklin US Dividend Booster Index ETFRead Desk		0.09%	3.39%	−1.2%	+25.9%	+29.9%	new	new	−6.8%	$78M

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	AXUDV	Franklin US Dividend Booster Index ETFRead Desk		0.09%	3.39%	−1.2%	+25.9%	+29.9%	new	new	−6.8%	$78M

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

XUDV vs SPYM

XUDV

Franklin US Dividend Booster Index

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureXUDVSPYM

Fee0.09%0.02%

Cost on $10k a year$9$2

Yield3.39%1.05%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y12.8%13.6%

3–1measures won
XUDV first

7.3%

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: XUDV, SPYM

Today

7.3%most shared, XUDV and SPYM

XUDVSPYM

XUDV—7.3%

SPYM7.3%—

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

Income After Fees on $10,000

$330most kept, XUDV

XUDV$339 − $9 = $330

SPYM$105 − $2 = $103

KeptFee

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