Compare · 2 funds side by side · dividends reinvested

STPZ and SPY

STPZPIMCO×SPYSPDR×

Versus in desk

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

02 / 04

STPZ and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.4

PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded FundBonds & Cash · Treasuries0.20%5.17%+1.4%+1.5%+4.8%+2.4%−1.8%2.0%$570M1.6

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: STPZ 2009 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund · $570M$11,276

STPZ

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested

STPZMeasureSPY

+1.4%Year to dateJan 1 → Nov 5+8.3%

+1.5%1 yearTotal return+9.7%

+4.8%3 years · per year$10,000 became $11,510 · $18,174+22.0%

+2.4%5 years · per year$10,000 became $11,276 · $17,099+11.3%

0.20%Expense ratio$20 · $9 a year on $10k · lower is better0.09%

5.17%Trailing 12-mo yield$517 · $103 a year on $10k1.03%

−1.8%Worst dropSmaller is better−8.9%

2.0%VolatilityLower is calmer13.6%

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

3–5SPY wins

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

More Ways to See the Pairs

STPZ vs SPY: Top 5 Holdings

Today

STPZ

[…]in top 5

SPY

in top 527.7%

STPZStockSPY

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

STPZ vs SPY Returns, Every Period

PIMCOSTPZ

+2.4%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

STPZSPYFaded: behind in that period

0–4SPY wins

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

Bonds vs Core: STPZ vs SPY

YTD

PIMCOSTPZ

+1.4%

SPYSPDR

+8.3%

+1.4%Year to date+8.3%

−1.8%Worst drop · 1Y−8.9%

2.0%Volatility · 1Y13.6%

5.2%Yield1.0%

$570MAssets$819B

3–1STPZ wins

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

Cost, Income and Risk

Fees: STPZ, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

STPZ0.20%$20

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

Yields: STPZ, SPY

5.17%highest, STPZ

FundTrailing yieldYield$10k

STPZ5.17%$517

SPY1.03%$103

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

Income After Fees on $10,000

$497most kept, STPZ

STPZ$517 − $20 = $497

SPY$103 − $9 = $94

KeptFee

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

Overlap: STPZ, SPY

Today

[…]holdings […]

STPZSPY

STPZ—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

STPZWorst drop−1.8%2.0% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

STPZSPY

+1.4%Year to date+8.3%

5.2%Yield1.0%

+1.5%Past year+9.7%

0.20%Fee0.09%

3–1SPY 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