Compare · 2 funds side by side · dividends reinvested

BSCT and SPY

BSCTInvesco×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

BSCT 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 2029 Corporate Bond ETFBonds & Cash · Corporate0.10%4.55%+1.1%+2.1%+6.6%+1.2%−1.7%2.3%$3.1B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: BSCT 2019 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2029 Corporate Bond ETF · $3.1B$10,643

BSCT

SPY

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

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

BSCTMeasureSPY

+1.1%Year to dateJan 1 → Nov 5+13.3%

+2.1%1 yearTotal return+13.4%

+6.6%3 years · per year$10,000 became $12,128 · $19,132+24.1%

+1.2%5 years · per year$10,000 became $10,619 · $18,060+12.6%

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

4.55%Trailing 12-mo yield$455 · $99 a year on $10k0.99%

−1.7%Worst dropSmaller is better−8.9%

2.3%VolatilityLower is calmer12.9%

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

3–5SPY wins

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

More Ways to See the Pairs

BSCT vs SPY: Top 5 Holdings

Today

BSCT

0.1%in top 5

SPY

in top 527.7%

BSCTStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.1%AGPXXnot top 5

Held in common0.0%

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

BSCT vs SPY Returns, Every Period

InvescoBSCT

+1.2%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

BSCTSPYFaded: behind in that period

0–4SPY wins

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

Bonds vs Core: BSCT vs SPY

YTD

InvescoBSCT

+1.1%

SPYSPDR

+13.3%

+1.1%Year to date+13.3%

−1.7%Worst drop · 1Y−8.9%

2.3%Volatility · 1Y12.9%

4.6%Yield1.0%

$3.1BAssets$805B

3–1BSCT wins

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

Cost, Income and Risk

Fees: BSCT, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

BSCT0.10%$10

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

Yields: BSCT, SPY

4.55%highest, BSCT

FundTrailing yieldYield$10k

BSCT4.55%$455

SPY0.99%$99

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

Income After Fees on $10,000

$445most kept, BSCT

BSCT$455 − $10 = $445

SPY$99 − $9 = $90

KeptFee

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

Overlap: BSCT, SPY

Today

0.0%most shared, BSCT and SPY

BSCTSPY

BSCT—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

BSCTWorst drop−1.7%2.3% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

BSCTSPY

+1.1%Year to date+13.3%

4.6%Yield1.0%

+2.1%Past year+13.4%

0.10%Fee0.09%

3–1SPY wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026