BDCZ vs SPYM5YBDCZBDCZAvsBSPYMSPYMETRACS MarketVector Business Development Companies Liquid Index ETN · $11MState Street SPDR Portfolio S&P 500 ETF · $183BReturns · dividends in+3.8%3 years · per year$11,181 · $18,134+21.9%+3.9%5 years · per year$12,104 · $17,537+11.9%Cost and income0.85%Expense ratio$85 · $2 on $10k · lower wins0.02%11.62%
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%+1.3%+12.4%+12.8%+21.9%+11.9%−8.9%$183.2B2ABDCZETRACS MarketVector Business Development Companies Liquid Index ETNReadDesk0.85%11.62%0.0%−2.4%+0.1%+3.8%+3.9%−14.7%$11MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYMState Street SPDR Portfolio S&P 500 ETFReadDesk0.02%1.02%+1.3%+12.4%+12.8%+21.9%+11.9%−8.9%$183.2B2ABDCZETRACS MarketVector Business Development Companies Liquid Index ETNReadDesk0.85%11.62%0.0%−2.4%+0.1%+3.8%+3.9%−14.7%$11MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: BDCZ, SPYMToday[…]holdings […]BDCZSPYMBDCZ—[…]SPYM[…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
BDCZ vs SPYM5YABDCZETRACS MarketVector Business Development Companies Liquid Index ETN$12,104vsSPYMBSPDR Portfolio S&P 500$17,537$10k$15kNov 2021Nov 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: BDCZ, SPYMToday[…]holdings […]BDCZSPYMBDCZ—[…]SPYM[…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,077most kept, BDCZBDCZ$1,162 − $85 = $1,077SPYM$102 − $2 = $100KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee