BBAG vs SPY

ABBAG

BSPY

Measures won4–2BBAG wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · BBAG $9,973

Lowest cost0.03%BBAG · $3 on $10k

Most income4.55%BBAG · $455 on $10k

Smallest drop−4.7%BBAG · worst fall in 1Y

Held in common[…]BBAG and SPY

BBAG

SPY

JPMorgan BetaBuilders U.S. Aggregate Bond ETF · $845MState Street SPDR S&P 500 ETF · $805B

+5.6%3 years · per year$11,768 · $18,174+22.0%

−0.1%5 years · per year$9,973 · $17,099+11.3%

0.03%Expense ratio$3 · $9 on $10k · lower wins0.09%

4.55%12-mo yield$455 · $103 on $10k1.03%

−4.7%Worst dropSmaller wins−8.9%

4.1%VolatilityLower wins13.6%

4–2BBAG wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBAG · SPY

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	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%	$804.8B
2	ABBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETFRead Desk		0.03%	4.55%	+0.2%	0.0%	+0.5%	+5.6%	−0.1%	−4.7%	$845M

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

Both

5Y2 funds

#			Trend
1	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%	$804.8B
2	ABBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETFRead Desk		0.03%	4.55%	+0.2%	0.0%	+0.5%	+5.6%	−0.1%	−4.7%	$845M

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

BBAG vs SPY

BBAG

JPMorgan BetaBuilders U.S. Aggregate Bond

$9,973

SPY

SPDR S&P 500

$17,099

MeasureBBAGSPY

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield4.55%1.03%

5 years, per year−0.1%+11.3%

3 years, per year+5.6%+22.0%

Worst drop · 1Y−4.7%−8.9%

Volatility · 1Y4.1%13.6%

4–2measures won
BBAG first

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$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: BBAG, SPY

Today

[…]holdings […]

BBAGSPY

BBAG—[…]

SPY[…]—

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

Income After Fees on $10,000

$452most kept, BBAG

BBAG$455 − $3 = $452

SPY$103 − $9 = $94

KeptFee

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