Compare · 2 funds side by side · dividends reinvested

BBCB and SPY

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

BBCB and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.04%5.20%−0.5%+1.7%+5.2%−0.3%−4.6%4.6%$54M1.5

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 4, 2026 · returns include dividends · since: BBCB 2018 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF · $54M$9,847

BBCB

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested

BBCBMeasureSPY

−0.5%Year to dateJan 1 → Nov 4+13.3%

+1.7%1 yearTotal return+13.4%

+5.2%3 years · per year$10,000 became $11,647 · $19,132+24.1%

−0.3%5 years · per year$10,000 became $9,847 · $18,060+12.6%

0.04%Expense ratio$4 · $9 a year on $10k · lower is better0.09%

5.20%Trailing 12-mo yield$520 · $99 a year on $10k0.99%

−4.6%Worst dropSmaller is better−8.9%

4.6%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBCB vs SPY: Top 5 Holdings

Today

BBCB

[…]in top 5

SPY

in top 527.3%

BBCBStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

BBCB vs SPY Returns, Every Period

J.P. MorganBBCB

−0.3%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

BBCBSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Core: BBCB vs SPY

YTD

J.P. MorganBBCB

−0.5%

SPYSPDR

+13.3%

−0.5%Year to date+13.3%

−4.6%Worst drop · 1Y−8.9%

4.6%Volatility · 1Y12.9%

5.2%Yield1.0%

$54.3MAssets$805B

3–1BBCB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBCB, SPY

Today

0.04%lowest, BBCB

FundExpense ratioFee$10k

BBCB0.04%$4

SPY0.09%$9

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BBCB, SPY

5.20%highest, BBCB

FundTrailing yieldYield$10k

BBCB5.20%$520

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$516most kept, BBCB

BBCB$520 − $4 = $516

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BBCB, SPY

Today

[…]holdings […]

BBCBSPY

BBCB—[…]

SPY[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

BBCBWorst drop−4.6%4.6% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BBCBSPY

−0.5%Year to date+13.3%

5.2%Yield1.0%

+1.7%Past year+13.4%

0.04%Fee0.09%

2–2level

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026