BIV vs SPY

ABIV

BSPY

Measures won4–2BIV wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · BIV $10,081

Lowest cost0.03%BIV · $3 on $10k

Most income4.46%BIV · $446 on $10k

Smallest drop−5.4%BIV · worst fall in 1Y

Held in common[…]BIV and SPY

BIV

SPY

Vanguard Intermediate-Term Bond ETF · $28.1BState Street SPDR S&P 500 ETF · $778B

+5.3%3 years · per year$11,663 · $18,118+21.9%

+0.2%5 years · per year$10,081 · $17,493+11.8%

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

4.46%12-mo yield$446 · $101 on $10k1.01%

−5.4%Worst dropSmaller wins−8.9%

4.3%VolatilityLower wins13.7%

4–2BIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsBIV · SPY

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

Held in common[…]

End-of-day Nov 9, 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%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ABIV	Vanguard Intermediate-Term Bond ETFRead Desk		0.03%	4.46%	0.0%	−0.9%	−0.5%	+5.3%	+0.2%	−5.4%	$28.1B

End-of-day Nov 9, 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%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ABIV	Vanguard Intermediate-Term Bond ETFRead Desk		0.03%	4.46%	0.0%	−0.9%	−0.5%	+5.3%	+0.2%	−5.4%	$28.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BIV vs SPY

BIV

Vanguard Intermediate-Term Bond

$10,081

SPY

SPDR S&P 500

$17,493

MeasureBIVSPY

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield4.46%1.01%

5 years, per year+0.2%+11.8%

3 years, per year+5.3%+21.9%

Worst drop · 1Y−5.4%−8.9%

Volatility · 1Y4.3%13.7%

4–2measures won
BIV first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: BIV, SPY

Today

[…]holdings […]

BIVSPY

BIV—[…]

SPY[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$443most kept, BIV

BIV$446 − $3 = $443

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee