Compare · 2 funds side by side · dividends reinvested

BDCZ and SPYM

BDCZETRACS×SPYMSPDR×

Versus in desk

02 / 04

IWD+0.4%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,537SPYM · best of the two

Story of the two · IncomeMost incomeBDCZ · 11.62% · $1,162 a year on $10k

Story of the two · RiskSmallest drop

BDCZ and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.1

ETRACS MarketVector Business Development Companies Liquid Index ETNUnsorted0.85%11.62%−2.4%+0.1%+3.8%+3.9%−14.7%22.9%$11M1.9

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

End-of-day Nov 11, 2026 · returns include dividends · since: BDCZ 2015 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ETRACS MarketVector Business Development Companies Liquid Index ETN · $11M$12,104

BDCZ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

$10,000 five years ago, dividends reinvested

BDCZMeasureSPYM

−2.4%

More Ways to See the Pairs

BDCZ vs SPYM: Top 5 Holdings

Today

BDCZ

[…]in top 5

SPYM

in top 526.9%

BDCZStockSPYM

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: BDCZ, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

BDCZ0.85%$85

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: BDCZ, SPYM

1Y

11.62%highest, BDCZ

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+12.4%

+0.1%1 yearTotal return+12.8%

+3.8%3 years · per year$10,000 became $11,181 · $18,134+21.9%

+3.9%5 years · per year$10,000 became $12,104 · $17,537+11.9%

0.85%Expense ratio$85 · $2 a year on $10k · lower is better0.02%

11.62%Trailing 12-mo yield$1,162 · $102 a year on $10k1.02%

−14.7%Worst dropSmaller is better−8.9%

22.9%VolatilityLower is calmer13.7%

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

1–7SPYM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

BDCZ vs SPYM Returns, Every Period

5Y

ETRACSBDCZ

+3.9%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

BDCZSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: BDCZ vs SPYM

YTD

ETRACSBDCZ

−2.4%

SPYMSPDR

+12.4%

−2.4%Year to date+12.4%

−14.7%Worst drop · 1Y−8.9%

22.9%Volatility · 1Y13.7%

11.6%Yield1.0%

$11.0MAssets$183B

3–1SPYM wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

BDCZ11.62%$1,162

SPYM1.02%$102

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,077most kept, BDCZ

BDCZ$1,162 − $85 = $1,077

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: BDCZ, SPYM

Today

[…]holdings […]

BDCZSPYM

BDCZ—[…]

SPYM[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

BDCZWorst drop−14.7%22.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

BDCZSPYM

−2.4%Year to date+12.4%

11.6%Yield1.0%

+0.1%Past year+12.8%

0.85%Fee0.02%

3–1SPYM wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

Loading…

BDCZ and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two