BLTD vs SPY

ABLTD

BSPY

Measures won3–1BLTD wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY

Lowest cost0.09%SPY · $9 on $10k

Most income4.75%BLTD · $475 on $10k

Smallest drop−7.9%BLTD · worst fall in 1Y

Held in common0.0%BLTD and SPY

BLTD

SPY

Bluemonte Long Term Bond ETF · $167MState Street SPDR S&P 500 ETF · $793B

[…]3 years · per year[…] · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

0.28%Expense ratio$28 · $9 on $10k · lower wins0.09%

4.75%12-mo yield$475 · $100 on $10k1.00%

−7.9%

End-of-day Nov 11, 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%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	ABLTD	Bluemonte Long Term Bond ETFRead Desk		0.28%	4.75%	0.0%	−2.4%	−3.0%	new	new	−7.9%	$167M

End-of-day Nov 11, 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%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	ABLTD	Bluemonte Long Term Bond ETFRead Desk		0.28%	4.75%	0.0%	−2.4%	−3.0%	new	new	−7.9%	$167M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BLTD vs SPY

BLTD

Bluemonte Long Term Bond

[…]

SPY

SPDR S&P 500

$17,481

MeasureBLTDSPY

Fee0.28%0.09%

Cost on $10k a year$28$9

Yield4.75%1.00%

5 years, per year[…]+11.8%

3 years, per year[…]+21.8%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y6.9%13.7%

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BLTD vs SPY

Both

Both

$10,000 in BLTD, SPY

Overlap: BLTD, SPY

BLTD vs SPY

SPYM vs SPY

SCHD vs VIG

JEPQ vs JEPI

Overlap: BLTD, SPY

Income After Fees on $10,000