BSMR vs SPY5YBSMRBSMRAvsBSPYSPYInvesco BulletShares 2027 Municipal Bond ETF · $374MState Street SPDR S&P 500 ETF · $792BReturns · dividends in+3.6%3 years · per year$11,135 · $17,888+21.4%+0.7%5 years · per year$10,356 · $17,358+11.7%Cost and income0.18%Expense ratio$18 · $9 on $10k · lower wins0.09%2.72%12-mo yield$272 · $101 on $10k1.01%Risk · 1 yearEnd-of-day Nov 10, 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%1.01%−0.4%+10.8%+13.0%+21.4%+11.7%−8.9%$791.9B2ABSMRInvesco BulletShares 2027 Municipal Bond ETFReadDesk0.18%2.72%−0.1%+1.7%+2.4%+3.6%+0.7%−1.9%$374MEnd-of-day Nov 10, 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%1.01%−0.4%+10.8%+13.0%+21.4%+11.7%−8.9%$791.9B2ABSMRInvesco BulletShares 2027 Municipal Bond ETFReadDesk0.18%2.72%−0.1%+1.7%+2.4%+3.6%+0.7%−1.9%$374MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: BSMR, SPYToday[…]holdings […]BSMRSPYBSMR—[…]SPY[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
BSMR vs SPY5YABSMRInvesco BulletShares 2027 Municipal Bond$10,356vsSPYBSPDR S&P 500$17,359$10k$15kNov 2021Nov 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: BSMR, SPYToday[…]holdings […]BSMRSPYBSMR—[…]SPY[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$254most kept, BSMRBSMR$272 − $18 = $254SPY$101 − $9 = $92KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee