Compare · 2 funds side by side · dividends reinvested

BDYN and SPY

BDYNiShares×SPYSPDR×

Versus in desk

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

02 / 04

BDYN and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$805B1.1

iShares Dynamic Equity Active ETFUnsorted0.40%2.14%+1.8%+3.8%[…][…]−10.8%15.4%$3.1B1.8

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: BDYN 2017 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Dynamic Equity Active ETF · $3.1B[…]

BDYN

SPY

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

$10,000 five years ago, dividends reinvested · they hold 48.5% in common

BDYNMeasureSPY

+1.8%Year to dateJan 1 → Nov 5+8.3%

+3.8%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.40%Expense ratio$40 · $9 a year on $10k · lower is better0.09%

2.14%Trailing 12-mo yield$214 · $103 a year on $10k1.03%

−10.8%Worst dropSmaller is better−8.9%

15.4%VolatilityLower is calmer13.6%

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

1–5SPY wins

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

More Ways to See the Pairs

BDYN vs SPY: Top 5 Holdings

Today

BDYN

18.9%in top 5

SPY

in top 527.7%

BDYNStockSPY

4.6%AAPL7.7%

4.7%NVDA7.3%

4.5%MSFT6.2%

2.3%AMZN3.9%

2.8%GOOGnot top 5

not top 5GOOGL2.6%

Held in common48.5%

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

BDYN vs SPY Returns, Every Period

iSharesBDYN

+3.8%

past year

SPYSPDR

+9.7%

past year

BDYNSPYFaded: behind in that period

0–2SPY wins

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

Unsorted vs Core: BDYN vs SPY

YTD

iSharesBDYN

+1.8%

SPYSPDR

+8.3%

+1.8%Year to date+8.3%

−10.8%Worst drop · 1Y−8.9%

15.4%Volatility · 1Y13.6%

2.1%Yield1.0%

$3.1BAssets$805B

3–1SPY wins

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

Cost, Income and Risk

Fees: BDYN, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

BDYN0.40%$40

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

Yields: BDYN, SPY

2.14%highest, BDYN

FundTrailing yieldYield$10k

BDYN2.14%$214

SPY1.03%$103

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

Income After Fees on $10,000

$174most kept, BDYN

BDYN$214 − $40 = $174

SPY$103 − $9 = $94

KeptFee

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

Overlap: BDYN, SPY

Today

48.5%most shared, BDYN and SPY

BDYNSPY

BDYN—48.5%

SPY48.5%—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

BDYNWorst drop−10.8%15.4% vol

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

Paid More vs Made More

YTD

BDYNSPY

+1.8%Year to date+8.3%

2.1%Yield1.0%

+3.8%Past year+9.7%

0.40%Fee0.09%

3–1SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026