Compare · 3 funds side by side · dividends reinvested

BBMC, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

BBMC, 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.5

JPMorgan BetaBuilders U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.07%1.16%+14.6%+17.5%+20.7%+6.7%−9.7%16.5%$2.1B2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: BBMC 2020 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · $2.1B$13,840

BBMC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

BBMCMeasureSPYM

+14.6%Year to dateJan 1 → Nov 6+8.8%

+17.5%1 yearTotal return+9.8%

+20.7%3 years · per year$10,000 became $17,605 · $18,082+21.8%

+6.7%5 years · per year$10,000 became $13,840 · $17,192+11.4%

0.07%Expense ratio$7 · $2 a year on $10k · lower is better0.02%

1.16%Trailing 12-mo yield$116 · $105 a year on $10k1.05%

−9.7%Worst dropSmaller is better−8.9%

16.5%VolatilityLower is calmer13.6%

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

3–5SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBMC vs SPYM: Top 5 Holdings

Today

BBMC

5.1%in top 5

SPYM

in top 527.8%

BBMCStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.9%MRNAnot top 5

1.1%NTRAnot top 5

0.8%RVMDnot top 5

0.7%WSMnot top 5

0.6%TEAMnot top 5

Held in common1.7%

End-of-day Nov 6, 2026 · share of each fund

BBMC vs SPYM Returns, Every Period

J.P. MorganBBMC

+6.7%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

BBMCSPYMFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: BBMC vs SPYM

YTD

J.P. MorganBBMC

+14.6%

SPYMSPDR

+8.8%

+14.6%Year to date+8.8%

−9.7%Worst drop · 1Y−8.9%

16.5%Volatility · 1Y13.6%

1.2%Yield1.1%

$2.1BAssets$182B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBMC, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

BBMC0.07%$7

SPY0.09%$9

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BBMC, SPYM, SPY

1.16%highest, BBMC

FundTrailing yieldYield$10k

BBMC1.16%$116

SPYM1.05%$105

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$109most kept, BBMC

BBMC$116 − $7 = $109

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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

Overlap: BBMC, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

BBMCSPYMSPY

BBMC—1.7%1.7%

SPYM1.7%—99.9%

SPY1.7%99.9%—

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

Return vs Bumpiness: 3 ETFs

+17.5%BBMC, at 16.5% volatility

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

BBMCWorst drop−9.7%16.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BBMCSPYM

+14.6%Year to date+8.8%

1.2%Yield1.1%

+17.5%Past year+9.8%

0.07%Fee0.02%

3–1BBMC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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