Compare · 2 funds side by side · dividends reinvested

BWZ and SPYM

BWZSPDR×SPYMSPDR×

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$17,429SPYM · best of the two

Story of the two · IncomeMost incomeBWZ · 2.18% · $218 a year on $10k

Story of the two · RiskSmallest drop

BWZ 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%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$183B1.4

SPDR Bloomberg Short Term International Treasury Bond ETFBonds & Cash · International0.35%2.18%−1.5%−0.4%+2.8%−1.3%−5.2%6.6%$299M1.6

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: BWZ 2009 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

SPDR Bloomberg Short Term International Treasury Bond ETF · $299M$9,361

BWZ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,429

$10,000 five years ago, dividends reinvested

BWZMeasureSPYM

−1.5%

More Ways to See the Pairs

BWZ vs SPYM: Top 5 Holdings

Today

BWZ

[…]in top 5

SPYM

in top 527.3%

BWZStockSPYM

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: BWZ, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

BWZ0.35%$35

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

Yields: BWZ, SPYM

1Y

2.18%highest, BWZ

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%

$183BAssets$792B

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 dateJan 1 → Nov 10

+10.9%

−0.4%1 yearTotal return+13.1%

+2.8%3 years · per year$10,000 became $10,856 · $17,936+21.5%

−1.3%5 years · per year$10,000 became $9,361 · $17,429+11.8%

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

2.18%Trailing 12-mo yield$218 · $103 a year on $10k1.03%

−5.2%Worst dropSmaller is better−8.9%

6.6%VolatilityLower is calmer13.7%

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

3–5SPYM 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

BWZ vs SPYM Returns, Every Period

5Y

SPDRBWZ

−1.3%

5 years, per year

SPYMSPDR

+11.8%

5 years, per year

BWZSPYMFaded: behind in that period

0–4SPYM wins

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

Bonds vs Core: BWZ vs SPYM

YTD

SPDRBWZ

−1.5%

SPYMSPDR

+10.9%

−1.5%Year to date+10.9%

−5.2%Worst drop · 1Y−8.9%

6.6%Volatility · 1Y13.7%

2.2%Yield1.0%

$299MAssets$183B

3–1BWZ wins

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

$10k

BWZ2.18%$218

SPYM1.03%$103

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

Income After Fees on $10,000

1Y

$183most kept, BWZ

BWZ$218 − $35 = $183

SPYM$103 − $2 = $101

KeptFee

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

Overlap: BWZ, SPYM

Today

[…]holdings […]

BWZSPYM

BWZ—[…]

SPYM[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.1%SPYM, at 13.7% volatility

BWZWorst drop−5.2%6.6% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

BWZSPYM

−1.5%Year to date+10.9%

2.2%Yield1.0%

−0.4%Past year+13.1%

0.35%Fee0.02%

3–1SPYM wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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BWZ and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two