APCB vs SPY

AAPCB

BSPY

Measures won3–2APCB wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income4.20%APCB · $420 on $10k

Smallest drop−4.6%APCB · worst fall in 1Y

Held in common0.0%APCB and SPY

APCB

SPY

ActivePassive Core Bond ETF · $1.0BState Street SPDR S&P 500 ETF · $819B

+5.2%3 years · per year$11,649 · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.36%Expense ratio$36 · $9 on $10k · lower wins0.09%

4.20%12-mo yield$420 · $103 on $10k1.03%

−4.6%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins13.6%

3–2APCB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAPCB · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	AAPCB	ActivePassive Core Bond ETFRead Desk	0.36%	4.20%	+0.1%	−0.4%	0.0%	+5.2%	new	−4.6%	$1.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$818.5B
3	AAPCB	ActivePassive Core Bond ETFRead Desk	0.36%	4.20%	+0.1%	−0.4%	0.0%	+5.2%	new	−4.6%	$1.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

APCB vs SPY

APCB

ActivePassive Core Bond

[…]

SPY

SPDR S&P 500

$17,099

MeasureAPCBSPY

Fee0.36%0.09%

Cost on $10k a year$36$9

Yield4.20%1.03%

5 years, per year[…]+11.3%

3 years, per year+5.2%+22.0%

Worst drop · 1Y−4.6%−8.9%

Volatility · 1Y3.7%13.6%

3–2measures won
APCB first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: APCB, SPY, IVV

Today

99.9%most shared, SPY and IVV

APCBSPYIVV

APCB—0.0%0.0%

SPY0.0%—99.9%

IVV0.0%99.9%—

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

Income After Fees on $10,000

$384most kept, APCB

APCB$420 − $36 = $384

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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