BBCB vs SPY

ABBCB

BSPY

Measures won4–2BBCB wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY · BBCB $9,847

Lowest cost0.04%BBCB · $4 on $10k

Most income5.20%BBCB · $520 on $10k

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

Held in common[…]BBCB and SPY

BBCB

SPY

JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF · $54MState Street SPDR S&P 500 ETF · $805B

+5.2%3 years · per year$11,647 · $19,132+24.1%

−0.3%5 years · per year$9,847 · $18,060+12.6%

0.04%Expense ratio$4 · $9 on $10k · lower wins0.09%

5.20%12-mo yield$520 · $99 on $10k0.99%

−4.6%Worst dropSmaller wins−8.9%

4.6%VolatilityLower wins12.9%

4–2BBCB wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBCB · SPY

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

Held in common[…]

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ABBCB	JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETFRead Desk		0.04%	5.20%	+0.6%	−0.5%	+1.7%	+5.2%	−0.3%	−4.6%	$54M

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ABBCB	JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETFRead Desk		0.04%	5.20%	+0.6%	−0.5%	+1.7%	+5.2%	−0.3%	−4.6%	$54M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BBCB vs SPY

BBCB

JPMorgan BetaBuilders USD Investment Grade Corporate Bond

$9,847

SPY

SPDR S&P 500

$18,060

MeasureBBCBSPY

Fee0.04%0.09%

Cost on $10k a year$4$9

Yield5.20%0.99%

5 years, per year−0.3%+12.6%

3 years, per year+5.2%+24.1%

Worst drop · 1Y−4.6%−8.9%

Volatility · 1Y4.6%12.9%

4–2measures won
BBCB first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: BBCB, SPY

Today

[…]holdings […]

BBCBSPY

BBCB—[…]

SPY[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$516most kept, BBCB

BBCB$520 − $4 = $516

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee