Compare · 2 funds side by side · dividends reinvested

XTWY and SPYM

XTWYBondBloxx×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

XTWY 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%$178B1.3

BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETFBonds & Cash · Treasuries0.13%5.00%−2.9%−4.8%+2.6%[…]−15.0%11.7%$248M1.7

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: XTWY 2022 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF · $248M[…]

XTWY

SPYM

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

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

XTWYMeasureSPYM

−2.9%Year to dateJan 1 → Nov 6+8.8%

−4.8%1 yearTotal return+9.8%

+2.6%3 years · per year$10,000 became $10,793 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.13%Expense ratio$13 · $2 a year on $10k · lower is better0.02%

5.00%Trailing 12-mo yield$500 · $105 a year on $10k1.05%

−15.0%Worst dropSmaller is better−8.9%

11.7%VolatilityLower is calmer13.6%

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

2–5SPYM wins

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

More Ways to See the Pairs

XTWY vs SPYM: Top 5 Holdings

Today

XTWY

0.5%in top 5

SPYM

in top 527.8%

XTWYStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.5%USDnot top 5

Held in common0.0%

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

XTWY vs SPYM Returns, Every Period

BondBloxxXTWY

−4.8%

past year

SPYMSPDR

+9.8%

past year

XTWYSPYMFaded: behind in that period

0–3SPYM wins

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

Bonds vs Core: XTWY vs SPYM

YTD

BondBloxxXTWY

−2.9%

SPYMSPDR

+8.8%

−2.9%Year to date+8.8%

−15.0%Worst drop · 1Y−8.9%

11.7%Volatility · 1Y13.6%

5.0%Yield1.1%

$248MAssets$178B

2–2level

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

Cost, Income and Risk

Fees: XTWY, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

XTWY0.13%$13

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

Yields: XTWY, SPYM

5.00%highest, XTWY

FundTrailing yieldYield$10k

XTWY5.00%$500

SPYM1.05%$105

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

Income After Fees on $10,000

$487most kept, XTWY

XTWY$500 − $13 = $487

SPYM$105 − $2 = $103

KeptFee

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

Overlap: XTWY, SPYM

Today

0.0%most shared, XTWY and SPYM

XTWYSPYM

XTWY—0.0%

SPYM0.0%—

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

XTWYWorst drop−15.0%11.7% 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

XTWYSPYM

−2.9%Year to date+8.8%

5.0%Yield1.1%

−4.8%Past year+9.8%

0.13%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