BFIX vs SPY

ABFIX

BSPY

Measures won3–2BFIX wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income3.59%BFIX · $359 on $10k

Smallest drop−1.8%BFIX · worst fall in 1Y

Held in common[…]BFIX and SPY

BFIX

SPY

Build Bond Innovation ETF · $12MState Street SPDR S&P 500 ETF · $805B

+7.7%3 years · per year$12,506 · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.45%Expense ratio$45 · $9 on $10k · lower wins0.09%

3.59%12-mo yield$359 · $99 on $10k0.99%

−1.8%Worst dropSmaller wins−8.9%

2.4%VolatilityLower wins12.9%

3–2BFIX wins

$10,000 · 5 yearsOne scale

Shared top holdingsBFIX · 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	ABFIX	Build Bond Innovation ETFRead Desk		0.45%	3.59%	+0.1%	+1.2%	+1.5%	+7.7%	new	−1.8%	$12M

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	ABFIX	Build Bond Innovation ETFRead Desk		0.45%	3.59%	+0.1%	+1.2%	+1.5%	+7.7%	new	−1.8%	$12M

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

BFIX vs SPY

BFIX

Build Bond Innovation

[…]

SPY

SPDR S&P 500

$18,060

MeasureBFIXSPY

Fee0.45%0.09%

Cost on $10k a year$45$9

Yield3.59%0.99%

5 years, per year[…]+12.6%

3 years, per year+7.7%+24.1%

Worst drop · 1Y−1.8%−8.9%

Volatility · 1Y2.4%12.9%

3–2measures won
BFIX 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: BFIX, SPY

Today

[…]holdings […]

BFIXSPY

BFIX—[…]

SPY[…]—

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

Income After Fees on $10,000

$314most kept, BFIX

BFIX$359 − $45 = $314

SPY$99 − $9 = $90

KeptFee

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