Compare · 3 funds side by side · dividends reinvested

SPYM, VCIT and AGG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,555SPYM · best of the three

02 / 04

SPYM, VCIT and AGG, 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

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.6%4.1%$139B2.0

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.7%+0.0%+6.6%+1.0%−4.9%4.5%$66.6B2.1

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: SPYM 2005 · VCIT 2009 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $179B$17,555

SPYM

VCIT

Vanguard Intermediate-Term Corporate Bond ETF · $66.6B$10,510

$10,000 five years ago, dividends reinvested

SPYMMeasureVCIT

+11.3%Year to dateJan 1 → Nov 9−0.7%

+13.6%1 yearTotal return+0.0%

+22.0%3 years · per year$10,000 became $18,163 · $12,129+6.6%

+11.9%5 years · per year$10,000 became $17,555 · $10,510+1.0%

0.02%Expense ratio$2 · $3 a year on $10k · lower is better0.03%

1.03%Trailing 12-mo yield$103 · $502 a year on $10k5.02%

−8.9%Worst dropSmaller is better−4.9%

13.7%VolatilityLower is calmer4.5%

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

5–3SPYM wins

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

More Ways to See the Pairs

SPYM vs VCIT: Top 5 Holdings

Today

SPYM

27.8%in top 5

VCIT

in top 5[…]

SPYMStockVCIT

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

SPYM vs VCIT Returns, Every Period

SPDRSPYM

+11.9%

5 years, per year

VCITVanguard

+1.0%

5 years, per year

SPYMVCITFaded: behind in that period

4–0SPYM wins

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

Core vs Bonds: SPYM vs VCIT

YTD

SPDRSPYM

+11.3%

VCITVanguard

−0.7%

+11.3%Year to date−0.7%

−8.9%Worst drop · 1Y−4.9%

13.7%Volatility · 1Y4.5%

1.0%Yield5.0%

$179BAssets$66.6B

3–1VCIT wins

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

Cost, Income and Risk

Fees: SPYM, VCIT, AGG

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VCIT0.03%$3

AGG0.03%$3

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

Yields: SPYM, VCIT, AGG

5.02%highest, VCIT

FundTrailing yieldYield$10k

VCIT5.02%$502

AGG4.12%$412

SPYM1.03%$103

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

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

AGG$412 − $3 = $409

SPYM$103 − $2 = $101

KeptFee

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

Overlap: SPYM, VCIT, AGG

Today

[…]holdings […]

SPYMVCITAGG

SPYM—[…][…]

VCIT[…]—[…]

AGG[…][…]—

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

AGGWorst drop−4.6%4.1% vol

VCITWorst drop−4.9%4.5% 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

VCITSPYM

−0.7%Year to date+11.3%

5.0%Yield1.0%

+0.0%Past year+13.6%

0.03%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

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.0%

+0.1%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

1–0BND 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