Compare · 2 funds side by side · dividends reinvested

UBND and SPYM

UBNDVictoryShares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

UBND 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.4

VictoryShares Core Plus Bond ETFBonds & Cash · Core aggregate0.43%5.41%−0.4%+0.6%+5.9%+0.9%−4.6%3.7%$2.0B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: UBND 2021 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares Core Plus Bond ETF · $2.0B$10,440

UBND

SPYM

State Street SPDR Portfolio S&P 500 ETF · $178B$17,192

$10,000 five years ago, dividends reinvested

UBNDMeasureSPYM

−0.4%Year to dateJan 1 → Nov 6+8.8%

+0.6%1 yearTotal return+9.8%

+5.9%3 years · per year$10,000 became $11,881 · $18,082+21.8%

+0.9%5 years · per year$10,000 became $10,440 · $17,192+11.4%

0.43%Expense ratio$43 · $2 a year on $10k · lower is better0.02%

5.41%Trailing 12-mo yield$541 · $105 a year on $10k1.05%

−4.6%Worst dropSmaller is better−8.9%

3.7%VolatilityLower is calmer13.6%

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

3–5SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UBND vs SPYM: Top 5 Holdings

Today

UBND

[…]in top 5

SPYM

in top 527.8%

UBNDStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

UBND vs SPYM Returns, Every Period

VictorySharesUBND

+0.9%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

UBNDSPYMFaded: behind in that period

0–4SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Core: UBND vs SPYM

YTD

VictorySharesUBND

−0.4%

SPYMSPDR

+8.8%

−0.4%Year to date+8.8%

−4.6%Worst drop · 1Y−8.9%

3.7%Volatility · 1Y13.6%

5.4%Yield1.1%

$2.0BAssets$178B

3–1UBND wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UBND, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

UBND0.43%$43

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: UBND, SPYM

5.41%highest, UBND

FundTrailing yieldYield$10k

UBND5.41%$541

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$498most kept, UBND

UBND$541 − $43 = $498

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: UBND, SPYM

Today

[…]holdings […]

UBNDSPYM

UBND—[…]

SPYM[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

UBNDWorst drop−4.6%3.7% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

UBNDSPYM

−0.4%Year to date+8.8%

5.4%Yield1.1%

+0.6%Past year+9.8%

0.43%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026