BSMS vs SPY

ABSMS

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,099SPY · BSMS $10,140

Lowest cost0.09%SPY · $9 on $10k

Most income2.82%BSMS · $282 on $10k

Smallest drop−3.0%BSMS · worst fall in 1Y

Held in common[…]BSMS and SPY

BSMS

SPY

Invesco BulletShares 2028 Municipal Bond ETF · $362MState Street SPDR S&P 500 ETF · $819B

+4.3%3 years · per year$11,330 · $18,174+22.0%

+0.3%5 years · per year$10,140 · $17,099+11.3%

0.18%Expense ratio$18 · $9 on $10k · lower wins0.09%

2.82%12-mo yield$282 · $103 on $10k1.03%

−3.0%Worst dropSmaller wins−8.9%

2.0%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsBSMS · SPY

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

Held in common[…]

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%	$818.5B
2	ABSMS	Invesco BulletShares 2028 Municipal Bond ETFRead Desk		0.18%	2.82%	0.0%	+1.3%	+2.2%	+4.3%	+0.3%	−3.0%	$362M

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%	$818.5B
2	ABSMS	Invesco BulletShares 2028 Municipal Bond ETFRead Desk		0.18%	2.82%	0.0%	+1.3%	+2.2%	+4.3%	+0.3%	−3.0%	$362M

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

BSMS vs SPY

BSMS

Invesco BulletShares 2028 Municipal Bond

$10,140

SPY

SPDR S&P 500

$17,099

MeasureBSMSSPY

Fee0.18%0.09%

Cost on $10k a year$18$9

Yield2.82%1.03%

5 years, per year+0.3%+11.3%

3 years, per year+4.3%+22.0%

Worst drop · 1Y−3.0%−8.9%

Volatility · 1Y2.0%13.6%

3–3measures won
level

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: BSMS, SPY

Today

[…]holdings […]

BSMSSPY

BSMS—[…]

SPY[…]—

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

Income After Fees on $10,000

$264most kept, BSMS

BSMS$282 − $18 = $264

SPY$103 − $9 = $94

KeptFee

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