Compare · 2 funds side by side · dividends reinvested

BBAG and SPY

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

BBAG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.56%−0.2%+0.3%+5.5%−0.2%−4.7%4.1%$845M1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BBAG 2018 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders U.S. Aggregate Bond ETF · $845M$9,973

BBAG

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested

BBAGMeasureSPY

−0.2%Year to dateJan 1 → Nov 5+13.3%

+0.3%1 yearTotal return+13.4%

+5.5%3 years · per year$10,000 became $11,736 · $19,132+24.1%

−0.2%5 years · per year$10,000 became $9,918 · $18,060+12.6%

0.03%Expense ratio$3 · $9 a year on $10k · lower is better0.09%

4.56%Trailing 12-mo yield$456 · $99 a year on $10k0.99%

−4.7%Worst dropSmaller is better−8.9%

4.1%VolatilityLower is calmer12.9%

BBAGSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBAG vs SPY: Top 5 Holdings

Today

BBAG

[…]in top 5

SPY

in top 527.7%

BBAGStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

BBAG vs SPY Returns, Every Period

J.P. MorganBBAG

−0.2%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

BBAGSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Core: BBAG vs SPY

YTD

J.P. MorganBBAG

−0.2%

SPYSPDR

+13.3%

−0.2%Year to date+13.3%

−4.7%Worst drop · 1Y−8.9%

4.1%Volatility · 1Y12.9%

4.6%Yield1.0%

$845MAssets$805B

3–1BBAG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBAG, SPY

Today

0.03%lowest, BBAG

FundExpense ratioFee$10k

BBAG0.03%$3

SPY0.09%$9

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BBAG, SPY

4.56%highest, BBAG

FundTrailing yieldYield$10k

BBAG4.56%$456

SPY0.99%$99

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$453most kept, BBAG

BBAG$456 − $3 = $453

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BBAG, SPY

Today

[…]holdings […]

BBAGSPY

BBAG—[…]

SPY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

BBAGWorst drop−4.7%4.1% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BBAGSPY

−0.2%Year to date+13.3%

4.6%Yield1.0%

+0.3%Past year+13.4%

0.03%Fee0.09%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026