BSMS vs SPYM

ABSMS

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · BSMS $10,135

Lowest cost0.02%SPYM · $2 on $10k

Most income2.82%BSMS · $282 on $10k

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

Held in common[…]BSMS and SPYM

BSMS

SPYM

Invesco BulletShares 2028 Municipal Bond ETF · $359MState Street SPDR Portfolio S&P 500 ETF · $182B

+4.2%3 years · per year$11,320 · $19,186+24.3%

+0.3%5 years · per year$10,135 · $18,126+12.6%

0.18%Expense ratio$18 · $2 on $10k · lower wins0.02%

2.82%12-mo yield$282 · $101 on $10k1.01%

−3.0%Worst dropSmaller wins−8.9%

2.0%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsBSMS · SPYM

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

Held in common[…]

End-of-day Nov 4, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ABSMS	Invesco BulletShares 2028 Municipal Bond ETFRead Desk		0.18%	2.82%	+0.2%	+1.2%	+2.3%	+4.2%	+0.3%	−3.0%	$359M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ABSMS	Invesco BulletShares 2028 Municipal Bond ETFRead Desk		0.18%	2.82%	+0.2%	+1.2%	+2.3%	+4.2%	+0.3%	−3.0%	$359M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BSMS vs SPYM

BSMS

Invesco BulletShares 2028 Municipal Bond

$10,135

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureBSMSSPYM

Fee0.18%0.02%

Cost on $10k a year$18$2

Yield2.82%1.01%

5 years, per year+0.3%+12.6%

3 years, per year+4.2%+24.3%

Worst drop · 1Y−3.0%−8.9%

Volatility · 1Y2.0%12.8%

3–3measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: BSMS, SPYM

Today

[…]holdings […]

BSMSSPYM

BSMS—[…]

SPYM[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$264most kept, BSMS

BSMS$282 − $18 = $264

SPYM$101 − $2 = $99

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee