Compare · 2 funds side by side · dividends reinvested

BSMR and SPY

BSMRInvesco×SPYSPDR×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,358SPY · best of the two

Story of the two · IncomeMost incomeBSMR · 2.72% · $272 a year on $10k

Story of the two · RiskSmallest drop

BSMR 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%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$792B1.4

Invesco BulletShares 2027 Municipal Bond ETFBonds & Cash · Municipal0.18%2.72%+1.7%+2.4%+3.6%+0.7%−1.9%1.7%$374M1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: BSMR 2019 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco BulletShares 2027 Municipal Bond ETF · $374M$10,356

BSMR

SPY

State Street SPDR S&P 500 ETF · $792B$17,358

$10,000 five years ago, dividends reinvested

BSMRMeasureSPY

+1.7%

More Ways to See the Pairs

BSMR vs SPY: Top 5 Holdings

Today

BSMR

[…]in top 5

SPY

in top 527.3%

BSMRStockSPY

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: BSMR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

BSMR0.18%$18

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

Yields: BSMR, SPY

1Y

2.72%highest, BSMR

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to date

Jan 1 → Nov 10

+10.8%

+2.4%1 yearTotal return+13.0%

+3.6%3 years · per year$10,000 became $11,135 · $17,888+21.4%

+0.7%5 years · per year$10,000 became $10,356 · $17,358+11.7%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

2.72%Trailing 12-mo yield$272 · $101 a year on $10k1.01%

−1.9%Worst dropSmaller is better−8.9%

1.7%VolatilityLower is calmer13.8%

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

3–5SPY wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

BSMR vs SPY Returns, Every Period

5Y

InvescoBSMR

+0.7%

5 years, per year

SPYSPDR

+11.7%

5 years, per year

BSMRSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Bonds vs Core: BSMR vs SPY

YTD

InvescoBSMR

+1.7%

SPYSPDR

+10.8%

+1.7%Year to date+10.8%

−1.9%Worst drop · 1Y−8.9%

1.7%Volatility · 1Y13.8%

2.7%Yield1.0%

$374MAssets$792B

3–1BSMR wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

BSMR2.72%$272

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$254most kept, BSMR

BSMR$272 − $18 = $254

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: BSMR, SPY

Today

[…]holdings […]

BSMRSPY

BSMR—[…]

SPY[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.0%SPY, at 13.8% volatility

BSMRWorst drop−1.9%1.7% vol

SPYWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

BSMRSPY

+1.7%Year to date+10.8%

2.7%Yield1.0%

+2.4%Past year+13.0%

0.18%Fee0.09%

3–1SPY wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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BSMR and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two