Compare · 2 funds side by side · dividends reinvested

SPLB and SPY

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

SPLB and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio Long Term Corporate Bond ETFBonds & Cash · Corporate0.04%5.75%−2.2%−2.4%+6.8%−3.3%−8.8%8.4%$1.2B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.5

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: SPLB 2009 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio Long Term Corporate Bond ETF · $1.2B$8,458

SPLB

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested

SPLBMeasureSPY

−2.2%Year to dateJan 1 → Nov 5+13.3%

−2.4%1 yearTotal return+13.4%

+6.8%3 years · per year$10,000 became $12,192 · $19,132+24.1%

−3.3%5 years · per year$10,000 became $8,442 · $18,060+12.6%

0.04%Expense ratio$4 · $9 a year on $10k · lower is better0.09%

5.75%Trailing 12-mo yield$575 · $99 a year on $10k0.99%

−8.8%Worst dropSmaller is better−8.9%

8.4%VolatilityLower is calmer12.9%

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

4–4Level

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

More Ways to See the Pairs

SPLB vs SPY: Top 5 Holdings

Today

SPLB

[…]in top 5

SPY

in top 527.7%

SPLBStockSPY

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

SPLB vs SPY Returns, Every Period

SPDRSPLB

−3.3%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

SPLBSPYFaded: behind in that period

0–4SPY wins

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

Bonds vs Core: SPLB vs SPY

YTD

SPDRSPLB

−2.2%

SPYSPDR

+13.3%

−2.2%Year to date+13.3%

−8.8%Worst drop · 1Y−8.9%

8.4%Volatility · 1Y12.9%

5.7%Yield1.0%

$1.2BAssets$805B

3–1SPLB wins

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

Cost, Income and Risk

Fees: SPLB, SPY

Today

0.04%lowest, SPLB

FundExpense ratioFee$10k

SPLB0.04%$4

SPY0.09%$9

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

Yields: SPLB, SPY

5.75%highest, SPLB

FundTrailing yieldYield$10k

SPLB5.75%$575

SPY0.99%$99

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

Income After Fees on $10,000

$571most kept, SPLB

SPLB$575 − $4 = $571

SPY$99 − $9 = $90

KeptFee

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

Overlap: SPLB, SPY

Today

[…]holdings […]

SPLBSPY

SPLB—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPLBWorst drop−8.8%8.4% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

SPLBSPY

−2.2%Year to date+13.3%

5.7%Yield1.0%

−2.4%Past year+13.4%

0.04%Fee0.09%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026