BBLB vs SPY

ABBLB

BSPY

Measures won3–2BBLB wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.04%BBLB · $4 on $10k

Most income5.00%BBLB · $500 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common[…]BBLB and SPY

BBLB

SPY

JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF · $36MState Street SPDR S&P 500 ETF · $819B

+3.2%3 years · per year$10,998 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

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

5.00%12-mo yield$500 · $103 on $10k1.03%

−12.4%Worst dropSmaller wins−8.9%

9.6%VolatilityLower wins13.6%

3–2BBLB wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBLB · SPY

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

Held in common[…]

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ABBLB	JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETFRead Desk		0.04%	5.00%	0.0%	−2.3%	−3.4%	+3.2%	new	−12.4%	$36M

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ABBLB	JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETFRead Desk		0.04%	5.00%	0.0%	−2.3%	−3.4%	+3.2%	new	−12.4%	$36M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BBLB vs SPY

BBLB

JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year

[…]

SPY

SPDR S&P 500

$17,118

MeasureBBLBSPY

Fee0.04%0.09%

Cost on $10k a year$4$9

Yield5.00%1.03%

5 years, per year[…]+11.3%

3 years, per year+3.2%+21.7%

Worst drop · 1Y−12.4%−8.9%

Volatility · 1Y9.6%13.6%

3–2measures won
BBLB first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: BBLB, SPY

Today

[…]holdings […]

BBLBSPY

BBLB—[…]

SPY[…]—

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

Income After Fees on $10,000

$496most kept, BBLB

BBLB$500 − $4 = $496

SPY$103 − $9 = $94

KeptFee

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