BWZ vs SPY

ABWZ

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,493SPY · BWZ $9,418

Lowest cost0.09%SPY · $9 on $10k

Most income2.17%BWZ · $217 on $10k

Smallest drop−5.2%BWZ · worst fall in 1Y

Held in common[…]BWZ and SPY

BWZ

SPY

SPDR Bloomberg Short Term International Treasury Bond ETF · $298MState Street SPDR S&P 500 ETF · $778B

+3.2%3 years · per year$10,984 · $18,118+21.9%

−1.2%5 years · per year$9,418 · $17,493+11.8%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

2.17%12-mo yield$217 · $101 on $10k1.01%

−5.2%Worst dropSmaller wins−8.9%

6.5%VolatilityLower wins13.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsBWZ · SPY

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ABWZ	SPDR Bloomberg Short Term International Treasury Bond ETFRead Desk		0.35%	2.17%	+0.5%	−0.9%	+0.2%	+3.2%	−1.2%	−5.2%	$298M

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
2	ABWZ	SPDR Bloomberg Short Term International Treasury Bond ETFRead Desk		0.35%	2.17%	+0.5%	−0.9%	+0.2%	+3.2%	−1.2%	−5.2%	$298M

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

BWZ vs SPY

BWZ

SPDR Bloomberg Short Term International Treasury Bond

$9,418

SPY

SPDR S&P 500

$17,493

MeasureBWZSPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield2.17%1.01%

5 years, per year−1.2%+11.8%

3 years, per year+3.2%+21.9%

Worst drop · 1Y−5.2%−8.9%

Volatility · 1Y6.5%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

+33.2%

VIGVanguard

+14.8%

+33.2%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: BWZ, SPY

Today

[…]holdings […]

BWZSPY

BWZ—[…]

SPY[…]—

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

Income After Fees on $10,000

$182most kept, BWZ

BWZ$217 − $35 = $182

SPY$101 − $9 = $92

KeptFee

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