Compare · 2 funds side by side · dividends reinvested

BSMW and SPY

BSMWInvesco×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,493SPY · best of the two

02 / 04

BSMW 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%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.4

Invesco BulletShares 2032 Municipal Bond ETFBonds & Cash · Municipal0.18%3.29%+0.7%+0.9%+4.4%[…]−6.8%3.5%$243M1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: BSMW 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Invesco BulletShares 2032 Municipal Bond ETF · $243M[…]

BSMW

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested

BSMWMeasureSPY

+0.7%Year to dateJan 1 → Nov 9+11.2%

+0.9%1 yearTotal return+13.5%

+4.4%3 years · per year$10,000 became $11,372 · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

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

3.29%Trailing 12-mo yield$329 · $101 a year on $10k1.01%

−6.8%Worst dropSmaller is better−8.9%

3.5%VolatilityLower is calmer13.7%

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

3–4SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BSMW vs SPY: Top 5 Holdings

Today

BSMW

[…]in top 5

SPY

in top 527.8%

BSMWStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

BSMW vs SPY Returns, Every Period

InvescoBSMW

+0.9%

past year

SPYSPDR

+13.5%

past year

BSMWSPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Core: BSMW vs SPY

YTD

InvescoBSMW

+0.7%

SPYSPDR

+11.2%

+0.7%Year to date+11.2%

−6.8%Worst drop · 1Y−8.9%

3.5%Volatility · 1Y13.7%

3.3%Yield1.0%

$243MAssets$778B

3–1BSMW wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BSMW, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

BSMW0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BSMW, SPY

3.29%highest, BSMW

FundTrailing yieldYield$10k

BSMW3.29%$329

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$311most kept, BSMW

BSMW$329 − $18 = $311

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BSMW, SPY

Today

[…]holdings […]

BSMWSPY

BSMW—[…]

SPY[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPY, at 13.7% volatility

BSMWWorst drop−6.8%3.5% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BSMWSPY

+0.7%Year to date+11.2%

3.3%Yield1.0%

+0.9%Past year+13.5%

0.18%Fee0.09%

3–1SPY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026