Compare · 3 funds side by side · dividends reinvested

BBAX, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

BBAX, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.5

JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETFInternational · Developed0.19%3.80%+13.5%+15.5%+17.2%+6.1%−9.0%15.7%$6.8B2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.3

Rank among the three1st → 3rdFee, 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: BBAX 2018 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF · $6.8B$13,474

BBAX

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BBAXMeasureSPYM

+13.5%Year to dateJan 1 → Nov 5+8.4%

+15.5%1 yearTotal return+9.8%

+17.2%3 years · per year$10,000 became $16,109 · $18,222+22.1%

+6.1%5 years · per year$10,000 became $13,474 · $17,164+11.4%

0.19%Expense ratio$19 · $2 a year on $10k · lower is better0.02%

3.80%Trailing 12-mo yield$380 · $106 a year on $10k1.06%

−9.0%Worst dropSmaller is better−8.9%

15.7%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

BBAX vs SPYM: Top 5 Holdings

Today

BBAX

31.6%in top 5

SPYM

in top 527.7%

BBAXStockSPYM

9.0%BHP.AXnot top 5

8.9%CBA.AXnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

5.1%D05.SInot top 5

4.5%1299.HKnot top 5

4.0%WBC.AXnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

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

BBAX vs SPYM Returns, Every Period

J.P. MorganBBAX

+6.1%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

BBAXSPYMFaded: behind in that period

2–2Level

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

International vs Core: BBAX vs SPYM

YTD

J.P. MorganBBAX

+13.5%

SPYMSPDR

+8.4%

+13.5%Year to date+8.4%

−9.0%Worst drop · 1Y−8.9%

15.7%Volatility · 1Y13.6%

3.8%Yield1.1%

$6.8BAssets$182B

2–2level

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

Cost, Income and Risk

Fees: BBAX, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

BBAX0.19%$19

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

Yields: BBAX, SPYM, SPY

3.80%highest, BBAX

FundTrailing yieldYield$10k

BBAX3.80%$380

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$361most kept, BBAX

BBAX$380 − $19 = $361

SPYM$106 − $2 = $104

SPY$103 − $9 = $94

KeptFee

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

Overlap: BBAX, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

BBAXSPYMSPY

BBAX—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

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

Return vs Bumpiness: 3 ETFs

+15.5%BBAX, at 15.7% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

BBAXWorst drop−9.0%15.7% vol

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

Paid More vs Made More

YTD

BBAXSPYM

+13.5%Year to date+8.4%

3.8%Yield1.1%

+15.5%Past year+9.8%

0.19%Fee0.02%

3–1BBAX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026