Compare · 2 funds side by side · dividends reinvested

BSCS and SPY

BSCSInvesco×SPYSPDR×

Versus in desk

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

02 / 04

BSCS 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.4

Invesco BulletShares 2028 Corporate Bond ETFBonds & Cash · Corporate0.10%4.44%+1.8%+2.8%+6.4%+1.5%−1.1%1.4%$3.6B1.6

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: BSCS 2018 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2028 Corporate Bond ETF · $3.6B$10,773

BSCS

SPY

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

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

BSCSMeasureSPY

+1.8%Year to dateJan 1 → Nov 4+13.3%

+2.8%1 yearTotal return+13.4%

+6.4%3 years · per year$10,000 became $12,050 · $19,132+24.1%

+1.5%5 years · per year$10,000 became $10,773 · $18,060+12.6%

0.10%Expense ratio$10 · $9 a year on $10k · lower is better0.09%

4.44%Trailing 12-mo yield$444 · $99 a year on $10k0.99%

−1.1%Worst dropSmaller is better−8.9%

1.4%VolatilityLower is calmer12.9%

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

3–5SPY wins

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

More Ways to See the Pairs

BSCS vs SPY: Top 5 Holdings

Today

BSCS

0.2%in top 5

SPY

in top 527.3%

BSCSStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.2%AGPXXnot top 5

Held in common0.0%

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

BSCS vs SPY Returns, Every Period

InvescoBSCS

+1.5%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

BSCSSPYFaded: behind in that period

0–4SPY wins

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

Bonds vs Core: BSCS vs SPY

YTD

InvescoBSCS

+1.8%

SPYSPDR

+13.3%

+1.8%Year to date+13.3%

−1.1%Worst drop · 1Y−8.9%

1.4%Volatility · 1Y12.9%

4.4%Yield1.0%

$3.6BAssets$805B

3–1BSCS wins

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

Cost, Income and Risk

Fees: BSCS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

BSCS0.10%$10

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

Yields: BSCS, SPY

4.44%highest, BSCS

FundTrailing yieldYield$10k

BSCS4.44%$444

SPY0.99%$99

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

Income After Fees on $10,000

$434most kept, BSCS

BSCS$444 − $10 = $434

SPY$99 − $9 = $90

KeptFee

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

Overlap: BSCS, SPY

Today

0.0%most shared, BSCS and SPY

BSCSSPY

BSCS—0.0%

SPY0.0%—

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

BSCSWorst drop−1.1%1.4% 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

BSCSSPY

+1.8%Year to date+13.3%

4.4%Yield1.0%

+2.8%Past year+13.4%

0.10%Fee0.09%

3–1SPY wins

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