Compare · 2 funds side by side · dividends reinvested

BWX and SPYM

BWXSPDR×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,555SPYM · best of the two

02 / 04

BWX 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.4

SPDR Bloomberg International Treasury Bond ETFBonds & Cash · International0.35%2.44%−2.2%−2.3%+2.7%−3.7%−7.2%7.5%$1.3B1.6

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: BWX 2007 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

SPDR Bloomberg International Treasury Bond ETF · $1.3B$8,301

BWX

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,555

$10,000 five years ago, dividends reinvested

BWXMeasureSPYM

−2.2%Year to dateJan 1 → Nov 9+11.3%

−2.3%1 yearTotal return+13.6%

+2.7%3 years · per year$10,000 became $10,843 · $18,163+22.0%

−3.7%5 years · per year$10,000 became $8,301 · $17,555+11.9%

0.35%Expense ratio$35 · $2 a year on $10k · lower is better0.02%

2.44%Trailing 12-mo yield$244 · $103 a year on $10k1.03%

−7.2%Worst dropSmaller is better−8.9%

7.5%VolatilityLower is calmer13.7%

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

3–5SPYM wins

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

More Ways to See the Pairs

BWX vs SPYM: Top 5 Holdings

Today

BWX

[…]in top 5

SPYM

in top 527.8%

BWXStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

BWX vs SPYM Returns, Every Period

SPDRBWX

−3.7%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

BWXSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: BWX vs SPYM

YTD

SPDRBWX

−2.2%

SPYMSPDR

+11.3%

−2.2%Year to date+11.3%

−7.2%Worst drop · 1Y−8.9%

7.5%Volatility · 1Y13.7%

2.4%Yield1.0%

$1.3BAssets$179B

3–1BWX wins

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

Cost, Income and Risk

Fees: BWX, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

BWX0.35%$35

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

Yields: BWX, SPYM

2.44%highest, BWX

FundTrailing yieldYield$10k

BWX2.44%$244

SPYM1.03%$103

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

Income After Fees on $10,000

$209most kept, BWX

BWX$244 − $35 = $209

SPYM$103 − $2 = $101

KeptFee

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

Overlap: BWX, SPYM

Today

[…]holdings […]

BWXSPYM

BWX—[…]

SPYM[…]—

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

Return vs Bumpiness: 2 ETFs

+13.6%SPYM, at 13.7% volatility

BWXWorst drop−7.2%7.5% vol

SPYMWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

BWXSPYM

−2.2%Year to date+11.3%

2.4%Yield1.0%

−2.3%Past year+13.6%

0.35%Fee0.02%

3–1SPYM 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

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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