Compare · 3 funds side by side · dividends reinvested

BSMS, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126SPYM · best of the three

02 / 04

BSMS, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.5

Invesco BulletShares 2028 Municipal Bond ETFBonds & Cash · Municipal0.18%2.82%+1.2%+2.3%+4.2%+0.3%−3.0%2.0%$359M2.3

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%$805B2.3

Rank among the three1st → 3rdFee, 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: BSMS 2019 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2028 Municipal Bond ETF · $359M$10,135

BSMS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

$10,000 five years ago, dividends reinvested

BSMSMeasureSPYM

+1.2%Year to dateJan 1 → Nov 4+13.4%

+2.3%1 yearTotal return+13.5%

+4.2%3 years · per year$10,000 became $11,320 · $19,186+24.3%

+0.3%5 years · per year$10,000 became $10,135 · $18,126+12.6%

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

2.82%Trailing 12-mo yield$282 · $101 a year on $10k1.01%

−3.0%Worst dropSmaller is better−8.9%

2.0%VolatilityLower is calmer12.8%

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

3–5SPYM wins

End-of-day Nov 4, 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 527.3%

BSMSStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

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

BSMS vs SPYM Returns, Every Period

InvescoBSMS

+0.3%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

BSMSSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: BSMS vs SPYM

YTD

InvescoBSMS

+1.2%

SPYMSPDR

+13.4%

+1.2%Year to date+13.4%

−3.0%Worst drop · 1Y−8.9%

2.0%Volatility · 1Y12.8%

2.8%Yield1.0%

$359MAssets$182B

3–1BSMS wins

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

Cost, Income and Risk

Fees: BSMS, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

BSMS0.18%$18

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

Yields: BSMS, SPYM, SPY

2.82%highest, BSMS

FundTrailing yieldYield$10k

BSMS2.82%$282

SPYM1.01%$101

SPY0.99%$99

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

Income After Fees on $10,000

$264most kept, BSMS

BSMS$282 − $18 = $264

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

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

Overlap: BSMS, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

BSMSSPYMSPY

BSMS—[…][…]

SPYM[…]—99.8%

SPY[…]99.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%SPYM, at 12.8% volatility

BSMSWorst drop−3.0%2.0% vol

SPYMWorst drop−8.9%12.8% 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

BSMSSPYM

+1.2%Year to date+13.4%

2.8%Yield1.0%

+2.3%Past year+13.5%

0.18%Fee0.02%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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