Compare · 3 funds side by side · dividends reinvested

SHM, BNDX and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

SHM, BNDX 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%$179B1.8

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.5%+2.2%+3.3%+1.1%−2.7%1.8%$3.5B2.0

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.63%+1.0%+0.5%+4.4%+0.5%−3.2%3.8%$82.9B2.3

Rank among the three1st → 3rdFee, 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: SHM 2007 · BNDX 2013 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,571

SHM

BNDX

Vanguard Total International Bond ETF · $82.9B$10,239

$10,000 five years ago, dividends reinvested

SHMMeasureBNDX

+1.5%Year to dateJan 1 → Nov 9+1.0%

+2.2%1 yearTotal return+0.5%

+3.3%3 years · per year$10,000 became $11,026 · $11,377+4.4%

+1.1%5 years · per year$10,000 became $10,577 · $10,245+0.5%

0.20%Expense ratio$20 · $7 a year on $10k · lower is better0.07%

2.70%Trailing 12-mo yield$270 · $463 a year on $10k4.63%

−2.7%Worst dropSmaller is better−3.2%

1.8%VolatilityLower is calmer3.8%

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

5–3SHM wins

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

More Ways to See the Pairs

SHM vs BNDX: Top 5 Holdings

Today

SHM

[…]in top 5

BNDX

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

SHM vs BNDX Returns, Every Period

SPDRSHM

+1.1%

5 years, per year

BNDXVanguard

+0.5%

5 years, per year

SHMBNDXFaded: behind in that period

3–1SHM wins

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

SHM vs BNDX

YTD

SPDRSHM

+1.5%

BNDXVanguard

+1.0%

+1.5%Year to date+1.0%

−2.7%Worst drop · 1Y−3.2%

1.8%Volatility · 1Y3.8%

2.7%Yield4.6%

$3.5BAssets$82.9B

3–1SHM wins

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

Cost, Income and Risk

Fees: SHM, BNDX, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

BNDX0.07%$7

SHM0.20%$20

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

Yields: SHM, BNDX, SPYM

4.63%highest, BNDX

FundTrailing yieldYield$10k

BNDX4.63%$463

SHM2.70%$270

SPYM1.03%$103

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

Income After Fees on $10,000

$456most kept, BNDX

BNDX$463 − $7 = $456

SHM$270 − $20 = $250

SPYM$103 − $2 = $101

KeptFee

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

Overlap: SHM, BNDX, SPYM

Today

[…]holdings […]

SHMBNDXSPYM

SHM—[…][…]

BNDX[…]—[…]

SPYM[…][…]—

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

Return vs Bumpiness: 3 ETFs

+13.6%SPYM, at 13.7% volatility

SHMWorst drop−2.7%1.8% vol

BNDXWorst drop−3.2%3.8% 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

BNDXSPYM

+1.0%Year to date+11.3%

4.6%Yield1.0%

+0.5%Past year+13.6%

0.07%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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