BWX vs SPYM

ABWX

BSPYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,555SPYM · BWX $8,301

Lowest cost0.02%SPYM · $2 on $10k

Most income2.44%BWX · $244 on $10k

Smallest drop−7.2%BWX · worst fall in 1Y

Held in common[…]BWX and SPYM

BWX

SPYM

SPDR Bloomberg International Treasury Bond ETF · $1.3BState Street SPDR Portfolio S&P 500 ETF · $179B

+2.7%3 years · per year$10,843 · $18,163+22.0%

−3.7%5 years · per year$8,301 · $17,555+11.9%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

2.44%12-mo yield$244 · $103 on $10k1.03%

−7.2%Worst dropSmaller wins−8.9%

7.5%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsBWX · SPYM

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

Held in common[…]

End-of-day Nov 9, 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%	1.03%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	ABWX	SPDR Bloomberg International Treasury Bond ETFRead Desk		0.35%	2.44%	+1.0%	−2.2%	−2.3%	+2.7%	−3.7%	−7.2%	$1.3B

End-of-day Nov 9, 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%	1.03%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	ABWX	SPDR Bloomberg International Treasury Bond ETFRead Desk		0.35%	2.44%	+1.0%	−2.2%	−2.3%	+2.7%	−3.7%	−7.2%	$1.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BWX vs SPYM

BWX

SPDR Bloomberg International Treasury Bond

$8,301

SPYM

SPDR Portfolio S&P 500

$17,555

MeasureBWXSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield2.44%1.03%

5 years, per year−3.7%+11.9%

3 years, per year+2.7%+22.0%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y7.5%13.7%

3–3measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: BWX, SPYM

Today

[…]holdings […]

BWXSPYM

BWX—[…]

SPYM[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$209most kept, BWX

BWX$244 − $35 = $209

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee