Compare · 3 funds side by side · dividends reinvested

SPYM, BSJS and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,408SPYM · best of the three

Story of the three · IncomeMost incomeBSJS · 6.09% · $609 a year on $10k

Story of the three · RiskSmallest drop

SPYM, BSJS and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$183B1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$883B1.9

Invesco BulletShares 2028 High Yield Corporate Bond ETFBonds & Cash · High yield0.42%6.09%+2.7%+3.7%+8.0%+3.1%−1.6%2.6%$782M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: SPYM 2005 · BSJS 2020 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio S&P 500 ETF · $183B$17,408

SPYM

BSJS

Invesco BulletShares 2028 High Yield Corporate Bond ETF · $782M$11,653

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SPYM

More Ways to See the Pairs

SPYM vs BSJS: Top 5 Holdings

Today

SPYM

26.8%in top 5

BSJS

in top 50.4%

SPYMStockBSJS

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: SPYM, BSJS, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

BSJS0.42%$42

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SPYM, BSJS, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

BSJS

+12.0%Year to dateJan 1 → Nov 12+2.7%

+12.2%1 yearTotal return+3.7%

+21.7%3 years · per year$10,000 became $18,024 · $12,580+8.0%

+11.7%5 years · per year$10,000 became $17,408 · $11,653+3.1%

0.02%Expense ratio$2 · $42 a year on $10k · lower is better0.42%

1.02%Trailing 12-mo yield$102 · $609 a year on $10k6.09%

−8.9%Worst dropSmaller is better−1.6%

13.7%VolatilityLower is calmer2.6%

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

5–3SPYM wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AGPXX0.4%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

SPYM vs BSJS Returns, Every Period

5Y

SPDRSPYM

+11.7%

5 years, per year

BSJSInvesco

+3.1%

5 years, per year

SPYMBSJSFaded: behind in that period

4–0SPYM wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Core vs Bonds: SPYM vs BSJS

YTD

SPDRSPYM

+12.0%

BSJSInvesco

+2.7%

+12.0%Year to date+2.7%

−8.9%Worst drop · 1Y−1.6%

13.7%Volatility · 1Y2.6%

1.0%Yield6.1%

$183BAssets$782M

3–1BSJS wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

6.09%highest, BSJS

FundTrailing yieldYield$10k

BSJS6.09%$609

IVV1.10%$110

SPYM1.02%$102

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

Income After Fees on $10,000

1Y

$567most kept, BSJS

BSJS$609 − $42 = $567

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SPYM, BSJS, IVV

Today

99.9%most shared, SPYM and IVV

SPYMBSJSIVV

SPYM—0.0%99.9%

BSJS0.0%—0.0%

IVV99.9%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.2%IVV, at 13.7% volatility

BSJSWorst drop−1.6%2.6% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

BSJSIVV

+2.7%Year to date+12.0%

6.1%Yield1.1%

+3.7%Past year+12.2%

0.42%Fee0.03%

3–1IVV wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$883B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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SPYM, BSJS and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three