BSCU vs SPY

ABSCU

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · BSCU $10,361

Lowest cost0.09%SPY · $9 on $10k

Most income4.65%BSCU · $465 on $10k

Smallest drop−2.5%BSCU · worst fall in 1Y

Held in common0.0%BSCU and SPY

BSCU

SPY

Invesco BulletShares 2030 Corporate Bond ETF · $2.8BState Street SPDR S&P 500 ETF · $805B

+7.1%3 years · per year$12,297 · $18,174+22.0%

+0.7%5 years · per year$10,361 · $17,099+11.3%

0.10%Expense ratio$10 · $9 on $10k · lower wins0.09%

4.65%12-mo yield$465 · $103 on $10k1.03%

−2.5%Worst dropSmaller wins−8.9%

3.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsBSCU · SPY

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

Held in common0.0%

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ABSCU	Invesco BulletShares 2030 Corporate Bond ETFRead Desk		0.10%	4.65%	+0.2%	+0.6%	+1.5%	+7.1%	+0.7%	−2.5%	$2.8B

End-of-day Nov 5, 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%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	ABSCU	Invesco BulletShares 2030 Corporate Bond ETFRead Desk		0.10%	4.65%	+0.2%	+0.6%	+1.5%	+7.1%	+0.7%	−2.5%	$2.8B

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

Cards for this view

BSCU vs SPY

BSCU

Invesco BulletShares 2030 Corporate Bond

$10,361

SPY

SPDR S&P 500

$17,099

MeasureBSCUSPY

Fee0.10%0.09%

Cost on $10k a year$10$9

Yield4.65%1.03%

5 years, per year+0.7%+11.3%

3 years, per year+7.1%+22.0%

Worst drop · 1Y−2.5%−8.9%

Volatility · 1Y3.0%13.6%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: BSCU, SPY

Today

0.0%most shared, BSCU and SPY

BSCUSPY

BSCU—0.0%

SPY0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$455most kept, BSCU

BSCU$465 − $10 = $455

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee