BSMT vs SPY5YBSMTBSMTAvsBSPYSPYInvesco BulletShares 2029 Municipal Bond ETF · $310MState Street SPDR S&P 500 ETF · $778BReturns · dividends in+3.7%3 years · per year$11,153 · $17,888+21.4%+0.0%5 years · per year$10,004 · $17,358+11.7%Cost and income0.18%Expense ratio$18 · $9 on $10k · lower wins0.09%2.76%12-mo yield$276 · $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%$777.9B2ABSMTInvesco BulletShares 2029 Municipal Bond ETFReadDesk0.18%2.76%−0.2%+0.9%+1.5%+3.7%0.0%−3.9%$310MEnd-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%$777.9B2ABSMTInvesco BulletShares 2029 Municipal Bond ETFReadDesk0.18%2.76%−0.2%+0.9%+1.5%+3.7%0.0%−3.9%$310MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: BSMT, SPYToday[…]holdings […]BSMTSPYBSMT—[…]SPY[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
BSMT vs SPY5YABSMTInvesco BulletShares 2029 Municipal Bond$10,004vsSPYBSPDR 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%$179BAssets$778B1–0SPYM 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%$122BAssets$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%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: BSMT, SPYToday[…]holdings […]BSMTSPYBSMT—[…]SPY[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$258most kept, BSMTBSMT$276 − $18 = $258SPY$101 − $9 = $92KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee