Compare · 2 funds side by side · dividends reinvested

BSJS and SPY

BSJSInvesco×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,688SPY · best of the two

02 / 04

BSJS 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%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.4

Invesco BulletShares 2028 High Yield Corporate Bond ETFBonds & Cash · High yield0.42%6.09%+2.6%+3.9%+9.1%+3.2%−1.6%2.6%$780M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: BSJS 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $798B$17,688

SPY

BSJS

Invesco BulletShares 2028 High Yield Corporate Bond ETF · $780M$11,698

$10,000 five years ago, dividends reinvested

SPYMeasureBSJS

+11.5%Year to dateJan 1 → Nov 3+2.6%

+11.8%1 yearTotal return+3.9%

+24.0%3 years · per year$10,000 became $19,046 · $12,969+9.1%

+12.1%5 years · per year$10,000 became $17,688 · $11,698+3.2%

0.09%Expense ratio$9 · $42 a year on $10k · lower is better0.42%

1.01%Trailing 12-mo yield$101 · $609 a year on $10k6.09%

−8.9%Worst dropSmaller is better−1.6%

12.8%VolatilityLower is calmer2.6%

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

5–3SPY wins

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

More Ways to See the Pairs

SPY vs BSJS: Top 5 Holdings

Today

SPY

27.4%in top 5

BSJS

in top 5[…]

SPYStockBSJS

7.8%NVDAnot top 5

7.7%AAPLnot top 5

5.9%MSFTnot top 5

3.6%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

SPY vs BSJS Returns, Every Period

SPDRSPY

+12.1%

5 years, per year

BSJSInvesco

+3.2%

5 years, per year

SPYBSJSFaded: behind in that period

4–0SPY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Bonds: SPY vs BSJS

YTD

SPDRSPY

+11.5%

BSJSInvesco

+2.6%

+11.5%Year to date+2.6%

−8.9%Worst drop · 1Y−1.6%

12.8%Volatility · 1Y2.6%

1.0%Yield6.1%

$798BAssets$780M

3–1BSJS wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BSJS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

BSJS0.42%$42

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BSJS, SPY

6.09%highest, BSJS

FundTrailing yieldYield$10k

BSJS6.09%$609

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$567most kept, BSJS

BSJS$609 − $42 = $567

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BSJS, SPY

Today

[…]holdings […]

BSJSSPY

BSJS—[…]

SPY[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.8%SPY, at 12.8% volatility

BSJSWorst drop−1.6%2.6% vol

SPYWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BSJSSPY

+2.6%Year to date+11.5%

6.1%Yield1.0%

+3.9%Past year+11.8%

0.42%Fee0.09%

3–1SPY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026