Compare · 2 funds side by side · dividends reinvested

BSMT and SPY

BSMTInvesco×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 incomeBSMT · 2.76% · $276 a year on $10k

Story of the two · RiskSmallest drop

BSMT 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%$778B1.4

Invesco BulletShares 2029 Municipal Bond ETFBonds & Cash · Municipal0.18%2.76%+0.9%+1.5%+3.7%+0.0%−3.9%2.5%$310M1.6

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: BSMT 2019 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco BulletShares 2029 Municipal Bond ETF · $310M$10,004

BSMT

SPY

State Street SPDR S&P 500 ETF · $778B$17,358

$10,000 five years ago, dividends reinvested

BSMTMeasureSPY

+0.9%

More Ways to See the Pairs

BSMT vs SPY: Top 5 Holdings

Today

BSMT

[…]in top 5

SPY

in top 527.3%

BSMTStockSPY

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: BSMT, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

BSMT0.18%$18

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

Yields: BSMT, SPY

1Y

2.76%highest, BSMT

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%

$179BAssets$778B

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%

+1.5%1 yearTotal return+13.0%

+3.7%3 years · per year$10,000 became $11,153 · $17,888+21.4%

+0.0%5 years · per year$10,000 became $10,004 · $17,358+11.7%

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

2.76%Trailing 12-mo yield$276 · $101 a year on $10k1.01%

−3.9%Worst dropSmaller is better−8.9%

2.5%VolatilityLower is calmer13.8%

BSMTSPY 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

BSMT vs SPY Returns, Every Period

5Y

InvescoBSMT

+0.0%

5 years, per year

SPYSPDR

+11.7%

5 years, per year

BSMTSPYFaded: behind in that period

0–4SPY wins

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

Bonds vs Core: BSMT vs SPY

YTD

InvescoBSMT

+0.9%

SPYSPDR

+10.8%

+0.9%Year to date+10.8%

−3.9%Worst drop · 1Y−8.9%

2.5%Volatility · 1Y13.8%

2.8%Yield1.0%

$310MAssets$778B

3–1BSMT wins

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

$10k

BSMT2.76%$276

SPY1.01%$101

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

Income After Fees on $10,000

1Y

$258most kept, BSMT

BSMT$276 − $18 = $258

SPY$101 − $9 = $92

KeptFee

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

Overlap: BSMT, SPY

Today

[…]holdings […]

BSMTSPY

BSMT—[…]

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

BSMTWorst drop−3.9%2.5% 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

BSMTSPY

+0.9%Year to date+10.8%

2.8%Yield1.0%

+1.5%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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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BSMT and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two