Compare · 2 funds side by side · dividends reinvested

BSMS and SPYM

BSMSInvesco×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

BSMS and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

Invesco BulletShares 2028 Municipal Bond ETFBonds & Cash · Municipal0.18%2.82%+1.3%+2.2%+4.3%+0.3%−3.0%2.0%$359M1.6

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: BSMS 2019 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2028 Municipal Bond ETF · $359M$10,140

BSMS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested

BSMSMeasureSPYM

+1.3%Year to dateJan 1 → Nov 5+8.4%

+2.2%1 yearTotal return+9.8%

+4.3%3 years · per year$10,000 became $11,330 · $18,222+22.1%

+0.3%5 years · per year$10,000 became $10,140 · $17,164+11.4%

0.18%Expense ratio$18 · $2 a year on $10k · lower is better0.02%

2.82%Trailing 12-mo yield$282 · $106 a year on $10k1.06%

−3.0%Worst dropSmaller is better−8.9%

2.0%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

BSMS vs SPYM: Top 5 Holdings

Today

BSMS

[…]in top 5

SPYM

in top 527.7%

BSMSStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

BSMS vs SPYM Returns, Every Period

InvescoBSMS

+0.3%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

BSMSSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: BSMS vs SPYM

YTD

InvescoBSMS

+1.3%

SPYMSPDR

+8.4%

+1.3%Year to date+8.4%

−3.0%Worst drop · 1Y−8.9%

2.0%Volatility · 1Y13.6%

2.8%Yield1.1%

$359MAssets$182B

3–1BSMS wins

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

Cost, Income and Risk

Fees: BSMS, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

BSMS0.18%$18

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

Yields: BSMS, SPYM

2.82%highest, BSMS

FundTrailing yieldYield$10k

BSMS2.82%$282

SPYM1.06%$106

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

Income After Fees on $10,000

$264most kept, BSMS

BSMS$282 − $18 = $264

SPYM$106 − $2 = $104

KeptFee

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

Overlap: BSMS, SPYM

Today

[…]holdings […]

BSMSSPYM

BSMS—[…]

SPYM[…]—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

BSMSWorst drop−3.0%2.0% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

BSMSSPYM

+1.3%Year to date+8.4%

2.8%Yield1.1%

+2.2%Past year+9.8%

0.18%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026