Compare · 2 funds side by side · dividends reinvested

MBND and SPYM

MBNDSPDR×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

MBND 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.4

State Street Nuveen Municipal Bond ETFBonds & Cash · Municipal0.40%3.55%−0.0%+0.0%+4.5%+0.6%−6.5%3.9%$20M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: MBND 2021 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

State Street Nuveen Municipal Bond ETF · $20M$10,279

MBND

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested

MBNDMeasureSPYM

−0.0%Year to dateJan 1 → Nov 5+8.4%

+0.0%1 yearTotal return+9.8%

+4.5%3 years · per year$10,000 became $11,404 · $18,222+22.1%

+0.6%5 years · per year$10,000 became $10,279 · $17,164+11.4%

0.40%Expense ratio$40 · $2 a year on $10k · lower is better0.02%

3.55%Trailing 12-mo yield$355 · $106 a year on $10k1.06%

−6.5%Worst dropSmaller is better−8.9%

3.9%VolatilityLower is calmer13.6%

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

3–5SPYM wins

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

More Ways to See the Pairs

MBND vs SPYM: Top 5 Holdings

Today

MBND

[…]in top 5

SPYM

in top 527.7%

MBNDStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

MBND vs SPYM Returns, Every Period

SPDRMBND

+0.6%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

MBNDSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Core: MBND vs SPYM

YTD

SPDRMBND

−0.0%

SPYMSPDR

+8.4%

−0.0%Year to date+8.4%

−6.5%Worst drop · 1Y−8.9%

3.9%Volatility · 1Y13.6%

3.6%Yield1.1%

$20.0MAssets$182B

3–1MBND wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MBND, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

MBND0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MBND, SPYM

3.55%highest, MBND

FundTrailing yieldYield$10k

MBND3.55%$355

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$315most kept, MBND

MBND$355 − $40 = $315

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MBND, SPYM

Today

[…]holdings […]

MBNDSPYM

MBND—[…]

SPYM[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

MBNDWorst drop−6.5%3.9% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MBNDSPYM

−0.0%Year to date+8.4%

3.6%Yield1.1%

+0.0%Past year+9.8%

0.40%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026