BNDY vs SPY5YBNDYBNDYAvsBSPYSPYHorizon Core Bond ETF · $426MState Street SPDR S&P 500 ETF · $806BReturns · dividends in[…]3 years · per year[…] · $17,968+21.6%[…]5 years · per year[…] · $17,337+11.6%Cost and income0.65%Expense ratio$65 · $9 on $10k · lower wins0.09%8.13%12-mo yield$813 · $100 on $10k1.00%Risk · 1 year−3.9%End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$805.7B2ABNDYHorizon Core Bond ETFReadDesk0.65%8.13%−0.6%−0.2%+0.5%newnew−3.9%$426MEnd-of-day Nov 12, 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▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$805.7B2ABNDYHorizon Core Bond ETFReadDesk0.65%8.13%−0.6%−0.2%+0.5%newnew−3.9%$426MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in BNDY, SPY5Y$10k startSPY $17.3kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: BNDY, SPYToday0.0%most shared, BNDY and SPYBNDYSPYBNDY—0.0%SPY0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
BNDY vs SPY5YABNDYHorizon Core Bond[…]vsSPYBSPDR S&P 500$17,337MeasureBNDYSPYFee0.65%0.09%Cost on $10k a year$65$9Yield8.13%1.00%5 years, per year[…]+11.6%3 years, per year[…]+21.6%Worst drop · 1Y−3.9%−8.9%Volatility · 1Y5.6%13.7%
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: BNDY, SPYToday0.0%most shared, BNDY and SPYBNDYSPYBNDY—0.0%SPY0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$748most kept, BNDYBNDY$813 − $65 = $748SPY$100 − $9 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee