XUDV vs SPYM

AXUDV

BSPYM

Measures won3–1XUDV wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income3.34%XUDV · $334 on $10k

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

Held in common7.6%XUDV and SPYM

XUDV

SPYM

Franklin US Dividend Booster Index ETF · $79MState Street SPDR Portfolio S&P 500 ETF · $185B

[…]3 years · per year[…] · $19,092+24.1%

[…]5 years · per year[…] · $17,749+12.2%

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

3.34%12-mo yield$334 · $103 on $10k1.03%

−6.8%Worst dropSmaller wins−8.9%

12.3%VolatilityLower wins12.7%

3–1XUDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXUDV · SPYM

0.8%MU1.6%

0.9%SNDK0.3%

4.4%VZ0.3%

5.5%PFE0.3%

Held in common7.6%

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	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
2	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
3	AXUDV	Franklin US Dividend Booster Index ETFRead Desk	0.09%	3.34%	−0.8%	+27.9%	+30.6%	new	new	−6.8%	$79M

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	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
2	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
3	AXUDV	Franklin US Dividend Booster Index ETFRead Desk	0.09%	3.34%	−0.8%	+27.9%	+30.6%	new	new	−6.8%	$79M

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

XUDV vs SPYM

XUDV

Franklin US Dividend Booster Index

[…]

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureXUDVSPYM

Fee0.09%0.02%

Cost on $10k a year$9$2

Yield3.34%1.03%

5 years, per year[…]+12.2%

3 years, per year[…]+24.1%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y12.3%12.7%

3–1measures won
XUDV first

7.6%

holdings shared

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

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: XUDV, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

XUDVSPYMSPY

XUDV—7.6%7.6%

SPYM7.6%—99.9%

SPY7.6%99.9%—

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

Income After Fees on $10,000

$325most kept, XUDV

XUDV$334 − $9 = $325

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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