Compare · 3 funds side by side · dividends reinvested

BNDC, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

BNDC, 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.5

Northern Trust Core Bond ETFBonds & Cash · Core aggregate0.49%4.26%−0.4%−0.2%+4.8%−0.4%−5.0%4.1%$183M2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: BNDC 2016 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Northern Trust Core Bond ETF · $183M$9,795

BNDC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

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

BNDCMeasureSPYM

−0.4%Year to dateJan 1 → Nov 9+11.3%

−0.2%1 yearTotal return+13.6%

+4.8%3 years · per year$10,000 became $11,513 · $18,161+22.0%

−0.4%5 years · per year$10,000 became $9,795 · $17,553+11.9%

0.49%Expense ratio$49 · $2 a year on $10k · lower is better0.02%

4.26%Trailing 12-mo yield$426 · $103 a year on $10k1.03%

−5.0%Worst dropSmaller is better−8.9%

4.1%VolatilityLower is calmer13.7%

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

3–5SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BNDC vs SPYM: Top 5 Holdings

Today

BNDC

74.6%in top 5

SPYM

in top 527.8%

BNDCStockSPYM

20.2%IGSBnot top 5

19.3%RAVInot top 5

14.2%SKORnot top 5

10.5%MBBnot top 5

10.4%MBSDnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

BNDC vs SPYM Returns, Every Period

FlexSharesBNDC

−0.4%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

BNDCSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Core: BNDC vs SPYM

YTD

FlexSharesBNDC

−0.4%

SPYMSPDR

+11.3%

−0.4%Year to date+11.3%

−5.0%Worst drop · 1Y−8.9%

4.1%Volatility · 1Y13.7%

4.3%Yield1.0%

$183MAssets$179B

3–1BNDC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BNDC, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

BNDC0.49%$49

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BNDC, SPYM, SPY

4.26%highest, BNDC

FundTrailing yieldYield$10k

BNDC4.26%$426

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$377most kept, BNDC

BNDC$426 − $49 = $377

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BNDC, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

BNDCSPYMSPY

BNDC—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%SPYM, at 13.7% volatility

BNDCWorst drop−5.0%4.1% vol

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BNDCSPYM

−0.4%Year to date+11.3%

4.3%Yield1.0%

−0.2%Past year+13.6%

0.49%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026